CAPTRUST Financial Advisors
ESPR

CAPTRUST Financial Advisors’s Esperion Therapeutics ESPR Stock Holding History

CAPTRUST Financial 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
2026
Q2 		– Sell
-11,705
Closed -$32.1K – 3320
2026
Q1 		$32.1K Buy
11,705
+847
+8% +$2.68K ﹤0.01% 2932
2025
Q4 		$40.2K Buy
+10,858
New +$35.1K ﹤0.01% 2693
2024
Q1 		– Sell
-10,050
Closed -$30.1K – 2311
2023
Q4 		$30.1K Buy
+10,050
New +$13K ﹤0.01% 2610
2023
Q3 		– Sell
-10,102
Closed -$14K – 2654
2023
Q2 		$14K Buy
+10,102
New +$14.1K ﹤0.01% 2473
2022
Q3 		– Sell
-2,312
Closed -$15K – 2666
2022
Q2 		$15K Buy
2,312
+2,128
+1,157% +$12.1K ﹤0.01% 3532
2022
Q1 		$1K Buy
184
+84
+84% +$360 ﹤0.01% 4684
2021
Q4 		$0 Sell
100
-450
-82% -$3.6K ﹤0.01% 4807
2021
Q3 		$7K Buy
550
+382
+227% +$5.56K ﹤0.01% 3800
2021
Q2 		$4K Buy
168
+9
+6% +$217 ﹤0.01% 3943
2021
Q1 		$4K Sell
159
-291
-65% -$8.59K ﹤0.01% 3801
2020
Q4 		$12K Hold
450
– – ﹤0.01% 2479
2020
Q3 		$16K Sell
450
-100
-18% -$3.96K ﹤0.01% 2073
2020
Q2 		$28K Buy
+550
New +$23K ﹤0.01% 1817

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

CAPTRUST Financial Advisors's ESPR Position: Q2 2026 in Review

CAPTRUST Financial Advisors sold out of Esperion Therapeutics (ESPR) in Q2 2026, closing a stake of 11,705 shares — an estimated $32.1K sold.

CAPTRUST Financial Advisors first reported a position in ESPR in Q2 2020 and held it in 13 quarters. The position peaked at $40.2K in Q4 2025. 191 funds tracked by Wall St. Rank hold ESPR as of Q2 2026.

  • CAPTRUST Financial Advisors reported no remaining Esperion Therapeutics position as of Q2 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 11,705 Esperion Therapeutics shares in Q2 2026, an estimated $32.1K.
  • CAPTRUST Financial Advisors first reported a position in Esperion Therapeutics in Q2 2020 and held it in 13 quarters.
  • CAPTRUST Financial Advisors's Esperion Therapeutics position peaked at $40.2K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.