Abound Wealth Management’s Corcept Therapeutics CORT Stock Holding History

Abound Wealth Management’s Portfolio CORT Stock Details CORT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$348	Hold	4	–	–	﹤0.01%	1007
2026 Q1	$162	Sell	4 -1	-20%	-$37	﹤0.01%	1301
2025 Q4	$174	Hold	5	–	–	﹤0.01%	1229
2025 Q3	$416	Hold	5	–	–	﹤0.01%	948
2025 Q2	$367	Sell	5 -1	-17%	-$73	﹤0.01%	892
2025 Q1	$686	Sell	6 -2	-25%	-$122	﹤0.01%	788
2024 Q4	$404	Hold	8	–	–	﹤0.01%	827
2024 Q3	$371	Sell	8 -4	-33%	-$142	﹤0.01%	927
2024 Q2	$390	Hold	12	–	–	﹤0.01%	902
2024 Q1	$303	Hold	12	–	–	﹤0.01%	1128
2023 Q4	$390	Hold	12	–	–	﹤0.01%	1034
2023 Q3	$327	Hold	12	–	–	﹤0.01%	984
2023 Q2	$267	Buy	+12	New	+$276	﹤0.01%	1102

Other funds holding CORT

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return