FIA
ESPR

Foundations Investment Advisors’s Esperion Therapeutics ESPR Stock Holding History

Foundations Investment 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
2026
Q1 		$110K Sell
40,000
-108
-0.3% -$342 ﹤0.01% 1140
2025
Q4 		$148K Sell
40,108
-49
-0.1% -$158 ﹤0.01% 1081
2025
Q3 		$106K Sell
40,157
-10,000
-20% -$19.3K ﹤0.01% 1022
2025
Q2 		$49.4K Sell
50,157
-15
-0% -$15 ﹤0.01% 907
2025
Q1 		$72.2K Buy
50,172
+20,000
+66% +$36.9K ﹤0.01% 832
2024
Q4 		$66.4K Buy
30,172
+9,872
+49% +$23K ﹤0.01% 823
2024
Q3 		$33.5K Buy
20,300
+300
+2% +$606 ﹤0.01% 805
2024
Q2 		$44.4K Hold
20,000
– – ﹤0.01% 741
2024
Q1 		$53.6K Hold
20,000
– – ﹤0.01% 696
2023
Q4 		$41.4K Buy
+20,000
New +$25.9K ﹤0.01% 659

Other funds holding ESPR

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.17B AUM 169.27% 1-Year Est. Return
O
OrbiMed New York $4.59B AUM 125.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return