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SWM
Spire Wealth Management’s
Esperion Therapeutics
ESPR
Stock Holding History
Spire 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
2026
Q1
$48.7K
Hold
17,767
–
–
﹤0.01%
1174
2025
Q4
$65.7K
Hold
17,767
–
–
﹤0.01%
1099
2025
Q3
$47.1K
Sell
17,767
-80
-0.4%
-$155
﹤0.01%
1255
2025
Q2
$17.5K
Buy
17,847
+80
+0.5%
+$80
﹤0.01%
1557
2025
Q1
$25.6K
Hold
17,767
–
–
﹤0.01%
1519
2024
Q4
$39.1K
Hold
17,767
–
–
﹤0.01%
1375
2024
Q3
$29.3K
Hold
17,767
–
–
﹤0.01%
1316
2024
Q2
$39.4K
Hold
17,767
–
–
﹤0.01%
1202
2024
Q1
$47.6K
Hold
17,767
–
–
﹤0.01%
1232
2023
Q4
$35.9K
Buy
17,767
+7,267
+69%
+$9.43K
﹤0.01%
1316
2023
Q3
$10.3K
Hold
10,500
–
–
﹤0.01%
1724
2023
Q2
$14.6K
Hold
10,500
–
–
﹤0.01%
1703
2023
Q1
$16.7K
Buy
10,500
+386
+4%
+$1.99K
﹤0.01%
1683
2022
Q4
$63K
Hold
10,114
–
–
﹤0.01%
907
2022
Q3
$68K
Hold
10,114
–
–
﹤0.01%
845
2022
Q2
$64K
Hold
10,114
–
–
﹤0.01%
1194
2022
Q1
$47K
Hold
10,114
–
–
﹤0.01%
1469
2021
Q4
$51K
Buy
+10,114
New
+$81K
﹤0.01%
1715
2021
Q3
–
Sell
-100
Closed
-$2K
–
2588
2021
Q2
$2K
Hold
100
–
–
﹤0.01%
2475
2021
Q1
$3K
Buy
+100
New
+$2.95K
﹤0.01%
2744
Other funds holding ESPR
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
New York
$121B AUM
33.93%
1-Year Est. Return
Marshall Wace
London, United Kingdom
$93.4B AUM
35.1%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
D.E. Shaw & Co
New York
$127B AUM
43.98%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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