Capstone Investment Advisors
ESPR

Capstone Investment Advisors’s Esperion Therapeutics ESPR Stock Holding History

Capstone Investment Advisors’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
2023
Q2 		– Sell
-37,200
Closed -$59.1K – 1862
2023
Q1 		$59.1K Hold
37,200
– – ﹤0.01% 1407
2022
Q4 		$232K Buy
+37,200
New +$266K ﹤0.01% 1276
2021
Q2 		– Sell
-24,200
Closed -$679K – 1759
2021
Q1 		$679K Buy
+24,200
New +$714K ﹤0.01% 1214

Other funds holding ESPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Capstone Investment Advisors's ESPR Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Esperion Therapeutics (ESPR) in Q4 2025, closing a stake of 34,192 shares — an estimated $90.6K sold.

Capstone Investment Advisors first reported a position in ESPR in Q3 2025 and held it in 1 quarter. The position peaked at $90.6K in Q3 2025. 200 funds tracked by Wall St. Rank hold ESPR as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Esperion Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 34,192 Esperion Therapeutics shares in Q4 2025, an estimated $90.6K.
  • Capstone Investment Advisors first reported a position in Esperion Therapeutics in Q3 2025 and held it in 1 quarter.
  • Capstone Investment Advisors's Esperion Therapeutics position peaked at $90.6K in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.