CCWM
ESPR

Cassaday & Co Wealth Management’s Esperion Therapeutics ESPR Stock Holding History

Cassaday & Co 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
-10,200
Closed -$27.9K – 1343
2026
Q1 		$27.9K Hold
10,200
– – ﹤0.01% 730
2025
Q4 		$37.7K Sell
10,200
-1,415
-12% -$4.57K ﹤0.01% 351
2025
Q3 		$30.8K Hold
11,615
– – ﹤0.01% 343
2025
Q2 		$11.4K Hold
11,615
– – ﹤0.01% 332
2025
Q1 		$16.7K Hold
11,615
– – ﹤0.01% 317
2024
Q4 		$25.6K Sell
11,615
-1,667
-13% -$3.89K ﹤0.01% 319
2024
Q3 		$21.9K Buy
13,282
+1,667
+14% +$3.37K ﹤0.01% 311
2024
Q2 		$25.8K Hold
11,615
– – ﹤0.01% 290
2024
Q1 		$31.1K Buy
+11,615
New +$28.2K ﹤0.01% 295

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

Cassaday & Co Wealth Management's ESPR Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of Esperion Therapeutics (ESPR) in Q2 2026, closing a stake of 10,200 shares — an estimated $27.9K sold.

Cassaday & Co Wealth Management first reported a position in ESPR in Q1 2024 and held it in 9 quarters. The position peaked at $37.7K in Q4 2025. 191 funds tracked by Wall St. Rank hold ESPR as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining Esperion Therapeutics position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 10,200 Esperion Therapeutics shares in Q2 2026, an estimated $27.9K.
  • Cassaday & Co Wealth Management first reported a position in Esperion Therapeutics in Q1 2024 and held it in 9 quarters.
  • Cassaday & Co Wealth Management's Esperion Therapeutics position peaked at $37.7K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.