SWG
ESPR

Summit Wealth Group’s Esperion Therapeutics ESPR Stock Holding History

Summit Wealth Group’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 		$1.58M Buy
499,708
+94,339
+23% +$264K 0.32% 44
2026
Q1 		$1.11M Buy
405,369
+64,763
+19% +$205K 0.25% 47
2025
Q4 		$1.26M Buy
340,606
+17,606
+5% +$56.9K 0.29% 45
2025
Q3 		$856K Hold
323,000
– – 0.21% 50
2025
Q2 		$318K Buy
323,000
+30,000
+10% +$30K 0.08% 81
2025
Q1 		$422K Buy
293,000
+136,000
+87% +$251K 0.12% 63
2024
Q4 		$345K Buy
157,000
+117,000
+293% +$273K 0.1% 69
2024
Q3 		$66K Buy
+40,000
New +$80.8K 0.02% 98

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

Summit Wealth Group's ESPR Position: Q2 2026 in Review

Summit Wealth Group increased its Esperion Therapeutics (ESPR) stake by 23% in Q2 2026, buying an estimated $264K and bringing the position to 499,708 shares worth $1.58M. The position accounts for 0.32% of the portfolio, ranked #44.

Summit Wealth Group first reported a position in ESPR in Q3 2024 and has held it in 8 quarters since. 191 funds tracked by Wall St. Rank hold ESPR as of Q2 2026.

  • Summit Wealth Group held 499,708 shares of Esperion Therapeutics worth $1.58M as of Q2 2026.
  • Summit Wealth Group bought 94,339 Esperion Therapeutics shares in Q2 2026, an estimated $264K.
  • Esperion Therapeutics made up 0.32% of Summit Wealth Group's portfolio in Q2 2026, its #44 holding.
  • Summit Wealth Group first reported a position in Esperion Therapeutics in Q3 2024 and has held it in 8 quarters since.
  • 191 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.