SWM
ESPR

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
Q2 		$56.1K Hold
17,767
– – ﹤0.01% 1151
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

GCL
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 $3.37T AUM 44.26% 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
AA
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

Spire Wealth Management's ESPR Position: Q2 2026 in Review

Spire Wealth Management held its Esperion Therapeutics (ESPR) position steady in Q2 2026 at 17,767 shares worth $56.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Spire Wealth Management first reported a position in ESPR in Q1 2021 and has held it in 21 quarters since. The position peaked at $68K in Q3 2022. 191 funds tracked by Wall St. Rank hold ESPR as of Q2 2026.

  • Spire Wealth Management held 17,767 shares of Esperion Therapeutics worth $56.1K as of Q2 2026.
  • Spire Wealth Management left its Esperion Therapeutics share count unchanged in Q2 2026.
  • Esperion Therapeutics made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1151 holding.
  • Spire Wealth Management first reported a position in Esperion Therapeutics in Q1 2021 and has held it in 21 quarters since.
  • Spire Wealth Management's Esperion Therapeutics position peaked at $68K in Q3 2022.
  • 191 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.