Steward Partners Investment Advisory’s Esperion Therapeutics ESPR Stock Holding History

Steward Partners Investment Advisory’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	$2.74K	Hold	1,000	–	–	﹤0.01%	3956
2025 Q4	$3.7K	Hold	1,000	–	–	﹤0.01%	3786
2025 Q3	$2.65K	Hold	1,000	–	–	﹤0.01%	3847
2025 Q2	$984	Hold	1,000	–	–	﹤0.01%	3864
2025 Q1	$1.44K	Hold	1,000	–	–	﹤0.01%	3708
2024 Q4	$2.2K	Hold	1,000	–	–	﹤0.01%	3613
2024 Q3	$1.65K	Hold	1,000	–	–	﹤0.01%	3464
2024 Q2	$2.22K	Buy	+1,000	New	+$2.35K	﹤0.01%	3265
2021 Q1	–	Sell	-1,100	Closed	-$29K	–	3443
2020 Q4	$29K	Sell	1,100 -850	-44%	-$25.5K	﹤0.01%	1923
2020 Q3	$72K	Buy	1,950 +450	+30%	+$17.8K	﹤0.01%	1342
2020 Q2	$77K	Hold	1,500	–	–	﹤0.01%	1250
2020 Q1	$47K	Sell	1,500 -600	-29%	-$31.7K	﹤0.01%	1284
2019 Q4	$125K	Sell	2,100 -650	-24%	-$29.2K	﹤0.01%	1035
2019 Q3	$100K	Sell	2,750 -800	-23%	-$31.7K	﹤0.01%	1089
2019 Q2	$165K	Buy	+3,550	New	+$167K	0.01%	874
2018 Q2	–	Sell	-100	Closed	-$7K	–	2470
2018 Q1	$7K	Hold	100	–	–	﹤0.01%	1687
2017 Q4	$6K	Buy	+100	New	+$5.38K	﹤0.01%	1459

Other funds holding ESPR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

TSC

Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B 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 $166B AUM 43.98% 1-Year Est. Return

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

Steward Partners Investment Advisory's ESPR Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Esperion Therapeutics (ESPR) position steady in Q1 2026 at 1,000 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #3956.

Steward Partners Investment Advisory first reported a position in ESPR in Q4 2017 and has held it in 17 quarters since. The position peaked at $165K in Q2 2019. 205 funds tracked by Wall St. Rank hold ESPR as of Q1 2026.

Steward Partners Investment Advisory held 1,000 shares of Esperion Therapeutics worth $2.74K as of Q1 2026.
Steward Partners Investment Advisory left its Esperion Therapeutics share count unchanged in Q1 2026.
Esperion Therapeutics made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3956 holding.
Steward Partners Investment Advisory first reported a position in Esperion Therapeutics in Q4 2017 and has held it in 17 quarters since.
Steward Partners Investment Advisory's Esperion Therapeutics position peaked at $165K in Q2 2019.
205 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.