CAWM
ESPR icon

Capital Advisors Wealth Management’s Esperion Therapeutics ESPR Stock Holding History

Capital Advisors Wealth Management’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
Q1 		$240K Buy
87,555
+20,000
+30% +$63.3K 0.03% 196
2025
Q4 		$250K Buy
67,555
+25,000
+59% +$80.8K 0.03% 194
2025
Q3 		$113K Hold
42,555
– – 0.02% 213
2025
Q2 		$41.9K Hold
42,555
– – 0.01% 189
2025
Q1 		$61.3K Buy
42,555
+7,500
+21% +$13.8K 0.01% 180
2024
Q4 		$77.1K Buy
35,055
+3,255
+10% +$7.59K 0.01% 173
2024
Q3 		$52.5K Buy
31,800
+5,000
+19% +$10.1K 0.01% 167
2024
Q2 		$59.5K Buy
26,800
+5,000
+23% +$11.8K 0.01% 159
2024
Q1 		$58.4K Buy
+21,800
New +$53K 0.01% 156

Other funds holding ESPR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $2.17B AUM 169.27% 1-Year Est. Return
O
OrbiMed New York $4.59B AUM 125.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return