Allworth Financial’s Esperion Therapeutics ESPR Stock Holding History

Allworth Financial’s Portfolio ESPR Stock Details ESPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.4K	Sell	2,343 -1,023	-30%	-$2.86K	﹤0.01%	3917
2026 Q1	$9.22K	Sell	3,366 -83	-2%	-$263	﹤0.01%	3560
2025 Q4	$12.8K	Buy	3,449 +2,449	+245%	+$7.91K	﹤0.01%	3096
2025 Q3	$2.65K	Hold	1,000	–	–	﹤0.01%	3877
2025 Q2	$985	Buy	+1,000	New	+$1K	﹤0.01%	3963
2023 Q1	–	Sell	-174	Closed	-$1.08K	–	3228
2022 Q4	$1.08K	Buy	+174	New	+$1.24K	﹤0.01%	2447
2021 Q2	–	Sell	-200	Closed	-$6K	–	1586
2021 Q1	$6K	Hold	200	–	–	﹤0.01%	1090
2020 Q4	$5K	Buy	+200	New	+$5.99K	﹤0.01%	981

Other funds holding ESPR

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

OBAM

ODDO BHF Asset Management Paris, France $2.16B AUM 43.32% 1-Year Est. Return

Allworth Financial's ESPR Position: Q2 2026 in Review

Allworth Financial reduced its Esperion Therapeutics (ESPR) stake by 30% in Q2 2026, selling an estimated $2.86K and leaving 2,343 shares worth $7.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3917.

Allworth Financial first reported a position in ESPR in Q4 2020 and has held it in 8 quarters since. The position peaked at $12.8K in Q4 2025. 191 funds tracked by Wall St. Rank hold ESPR as of Q2 2026.

Allworth Financial held 2,343 shares of Esperion Therapeutics worth $7.4K as of Q2 2026.
Allworth Financial sold 1,023 Esperion Therapeutics shares in Q2 2026, an estimated $2.86K.
Esperion Therapeutics made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3917 holding.
Allworth Financial first reported a position in Esperion Therapeutics in Q4 2020 and has held it in 8 quarters since.
Allworth Financial's Esperion Therapeutics position peaked at $12.8K in Q4 2025.
191 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.