CAWM
ESPR

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
Q2 		– Sell
-87,555
Closed -$240K – 236
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

GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AA
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

Capital Advisors Wealth Management's ESPR Position: Q2 2026 in Review

Capital Advisors Wealth Management sold out of Esperion Therapeutics (ESPR) in Q2 2026, closing a stake of 87,555 shares — an estimated $240K sold.

Capital Advisors Wealth Management first reported a position in ESPR in Q1 2024 and held it in 9 quarters. The position peaked at $250K in Q4 2025. 192 funds tracked by Wall St. Rank hold ESPR as of Q2 2026.

  • Capital Advisors Wealth Management reported no remaining Esperion Therapeutics position as of Q2 2026 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 87,555 Esperion Therapeutics shares in Q2 2026, an estimated $240K.
  • Capital Advisors Wealth Management first reported a position in Esperion Therapeutics in Q1 2024 and held it in 9 quarters.
  • Capital Advisors Wealth Management's Esperion Therapeutics position peaked at $250K in Q4 2025.
  • 192 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.