CA
ESPR

Clearstead Advisors’s Esperion Therapeutics ESPR Stock Holding History

Clearstead 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
2025
Q4 		– Sell
-1,034
Closed -$2.74K – 2904
2025
Q3 		$2.74K Buy
1,034
+656
+174% +$1.27K ﹤0.01% 2357
2025
Q2 		$373 Sell
378
-2,122
-85% -$2.13K ﹤0.01% 2518
2025
Q1 		$3.6K Hold
2,500
– – ﹤0.01% 1799
2024
Q4 		$5.5K Hold
2,500
– – ﹤0.01% 1701
2024
Q3 		$4.13K Hold
2,500
– – ﹤0.01% 1742
2024
Q2 		$5.55K Hold
2,500
– – ﹤0.01% 1669
2024
Q1 		$5.58K Buy
+2,500
New +$6.08K ﹤0.01% 1161

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

Clearstead Advisors's ESPR Position: Q4 2025 in Review

Clearstead Advisors sold out of Esperion Therapeutics (ESPR) in Q4 2025, closing a stake of 1,034 shares — an estimated $2.74K sold.

Clearstead Advisors first reported a position in ESPR in Q1 2024 and held it in 7 quarters. The position peaked at $5.58K in Q1 2024. 200 funds tracked by Wall St. Rank hold ESPR as of Q4 2025.

  • Clearstead Advisors reported no remaining Esperion Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 1,034 Esperion Therapeutics shares in Q4 2025, an estimated $2.74K.
  • Clearstead Advisors first reported a position in Esperion Therapeutics in Q1 2024 and held it in 7 quarters.
  • Clearstead Advisors's Esperion Therapeutics position peaked at $5.58K in Q1 2024.
  • 200 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.