CWM
ESPR

Congress Wealth Management’s Esperion Therapeutics ESPR Stock Holding History

Congress 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
2025
Q2 		$45.6K Hold
46,300
– – ﹤0.01% 1171
2025
Q1 		$73.6K Buy
+46,300
New +$85.3K ﹤0.01% 1052

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
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
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Congress Wealth Management's ESPR Position: Q2 2025 in Review

Congress Wealth Management held its Esperion Therapeutics (ESPR) position steady in Q2 2025 at 46,300 shares worth $45.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Congress Wealth Management first reported a position in ESPR in Q1 2025 and has held it in 2 quarters since. The position peaked at $73.6K in Q1 2025. 163 funds tracked by Wall St. Rank hold ESPR as of Q2 2025.

  • Congress Wealth Management held 46,300 shares of Esperion Therapeutics worth $45.6K as of Q2 2025.
  • Congress Wealth Management left its Esperion Therapeutics share count unchanged in Q2 2025.
  • Esperion Therapeutics made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1171 holding.
  • Congress Wealth Management first reported a position in Esperion Therapeutics in Q1 2025 and has held it in 2 quarters since.
  • Congress Wealth Management's Esperion Therapeutics position peaked at $73.6K in Q1 2025.
  • 163 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.