Creative Planning
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Creative Planning’s Esperion Therapeutics ESPR Stock Holding History

Creative Planning’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 		$428K Buy
135,487
+41,995
+45% +$117K ﹤0.01% 3305
2026
Q1 		$256K Sell
93,492
-23,875
-20% -$75.6K ﹤0.01% 3546
2025
Q4 		$434K Buy
117,367
+67,454
+135% +$218K ﹤0.01% 2957
2025
Q3 		$132K Buy
+49,913
New +$96.5K ﹤0.01% 3620
2025
Q1 		– Sell
-34,989
Closed -$77K – 3540
2024
Q4 		$77K Buy
34,989
+11,756
+51% +$27.4K ﹤0.01% 3193
2024
Q3 		$38.3K Buy
23,233
+2,636
+13% +$5.32K ﹤0.01% 3117
2024
Q2 		$45.7K Buy
+20,597
New +$48.5K ﹤0.01% 2931
2023
Q4 		– Sell
-100
Closed -$98 – 2858
2023
Q3 		$98 Buy
+100
New +$145 ﹤0.01% 2880
2020
Q1 		– Sell
-7,876
Closed -$470K – 1934
2019
Q4 		$470K Hold
7,876
– – ﹤0.01% 1144
2019
Q3 		$289K Sell
7,876
-235
-3% -$9.31K ﹤0.01% 1385
2019
Q2 		$377K Sell
8,111
-19,493
-71% -$915K ﹤0.01% 1228
2019
Q1 		$1.11M Buy
27,604
+19,755
+252% +$886K ﹤0.01% 688
2018
Q4 		$361K Buy
7,849
+287
+4% +$13.8K ﹤0.01% 1128
2018
Q3 		$336K Buy
7,562
+2,236
+42% +$103K ﹤0.01% 1327
2018
Q2 		$209K Sell
5,326
-10,110
-65% -$511K ﹤0.01% 1620
2018
Q1 		$1.12M Buy
15,436
+10,660
+223% +$783K ﹤0.01% 677
2017
Q4 		$314K Buy
+4,776
New +$257K ﹤0.01% 1336
2017
Q3 		– Sell
-3,100
Closed -$143K – 2434
2017
Q2 		$143K Sell
3,100
-1
-0% -$37 ﹤0.01% 1725
2017
Q1 		$109K Buy
+3,101
New +$71K ﹤0.01% 1895

Other funds holding ESPR

Glazer Capital LLC
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 $3.38T AUM 44.17% 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
AQR Arbitrage
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

Creative Planning's ESPR Position: Q2 2026 in Review

Creative Planning increased its Esperion Therapeutics (ESPR) stake by 45% in Q2 2026, buying an estimated $117K and bringing the position to 135,487 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #3305.

Creative Planning first reported a position in ESPR in Q1 2017 and has held it in 19 quarters since. The position peaked at $1.12M in Q1 2018. 192 funds tracked by Wall St. Rank hold ESPR as of Q2 2026.

  • Creative Planning held 135,487 shares of Esperion Therapeutics worth $428K as of Q2 2026.
  • Creative Planning bought 41,995 Esperion Therapeutics shares in Q2 2026, an estimated $117K.
  • Esperion Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3305 holding.
  • Creative Planning first reported a position in Esperion Therapeutics in Q1 2017 and has held it in 19 quarters since.
  • Creative Planning's Esperion Therapeutics position peaked at $1.12M in Q1 2018.
  • 192 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.