EP Wealth Advisors’s Aspire Biopharma ASBP Stock Holding History

EP Wealth Advisors’s Portfolio ASBP Stock Details ASBP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-52	Closed	-$8.27K	–	1616
2025 Q4	$8.27K	Buy	+52	New	+$13K	﹤0.01%	1476

Other funds holding ASBP

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Crossingbridge Advisors Pleasantville, New York $553M AUM 1.29% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

EP Wealth Advisors's ASBP Position: Q1 2026 in Review

EP Wealth Advisors sold out of Aspire Biopharma (ASBP) in Q1 2026, closing a stake of 52 shares — an estimated $8.27K sold.

EP Wealth Advisors first reported a position in ASBP in Q4 2025 and held it in 1 quarter. The position peaked at $8.27K in Q4 2025. 12 funds tracked by Wall St. Rank hold ASBP as of Q1 2026.

EP Wealth Advisors reported no remaining Aspire Biopharma position as of Q1 2026 after selling out during the quarter.
EP Wealth Advisors sold 52 Aspire Biopharma shares in Q1 2026, an estimated $8.27K.
EP Wealth Advisors first reported a position in Aspire Biopharma in Q4 2025 and held it in 1 quarter.
EP Wealth Advisors's Aspire Biopharma position peaked at $8.27K in Q4 2025.
12 funds tracked by Wall St. Rank held Aspire Biopharma as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.