Carson Wealth (CWM LLC)
ESPR

Carson Wealth (CWM LLC)’s Esperion Therapeutics ESPR Stock Holding History

Carson Wealth (CWM LLC)’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 		$54.6K Sell
19,918
-22
-0.1% -$70 ﹤0.01% 3756
2025
Q4 		$74K Buy
19,940
+266
+1% +$860 ﹤0.01% 3302
2025
Q3 		$52K Buy
19,674
+6,249
+47% +$12.1K ﹤0.01% 3497
2025
Q2 		$13K Buy
13,425
+10,995
+452% +$11K ﹤0.01% 4156
2025
Q1 		$3K Sell
2,430
-1,491
-38% -$2.75K ﹤0.01% 4615
2024
Q4 		$9K Sell
3,921
-240
-6% -$560 ﹤0.01% 3918
2024
Q3 		$7K Buy
4,161
+3,311
+390% +$6.69K ﹤0.01% 3934
2024
Q2 		$2K Hold
850
– – ﹤0.01% 4193
2024
Q1 		$2K Hold
850
– – ﹤0.01% 3967
2023
Q4 		$3K Hold
850
– – ﹤0.01% 3684
2023
Q3 		$1K Hold
850
– – ﹤0.01% 3970
2023
Q2 		$1K Hold
850
– – ﹤0.01% 3950
2023
Q1 		$1K Buy
850
+500
+143% +$2.58K ﹤0.01% 3817
2022
Q4 		$2K Hold
350
– – ﹤0.01% 3536
2022
Q3 		$2K Hold
350
– – ﹤0.01% 3449
2022
Q2 		$2K Hold
350
– – ﹤0.01% 3324
2022
Q1 		$2K Buy
350
+300
+600% +$1.29K ﹤0.01% 3161
2021
Q4 		$0 Buy
+50
New +$400 ﹤0.01% 3530

Other funds holding ESPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $5.05B AUM 164.99% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ESPR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Esperion Therapeutics (ESPR) stake by 0.11% in Q1 2026, selling an estimated $70 and leaving 19,918 shares worth $54.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3756.

Carson Wealth (CWM LLC) first reported a position in ESPR in Q4 2021 and has held it in 18 quarters since. The position peaked at $74K in Q4 2025. 207 funds tracked by Wall St. Rank hold ESPR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 19,918 shares of Esperion Therapeutics worth $54.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 22 Esperion Therapeutics shares in Q1 2026, an estimated $70.
  • Esperion Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3756 holding.
  • Carson Wealth (CWM LLC) first reported a position in Esperion Therapeutics in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Esperion Therapeutics position peaked at $74K in Q4 2025.
  • 207 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.