AAS
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Avantax Advisory Services’s Corcept Therapeutics CORT Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$467K Buy
+6,358
New +$461K ﹤0.01% 1619
2025
Q1 		– Sell
-5,821
Closed -$293K – 2245
2024
Q4 		$293K Buy
+5,821
New +$305K ﹤0.01% 1793

Other funds holding CORT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avantax Advisory Services's CORT Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Corcept Therapeutics (CORT) in Q2 2025: 6,358 shares worth $467K. The stake represents ﹤0.01% of the portfolio and ranks #1619 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in CORT as recently as Q4 2024.

Avantax Advisory Services first reported a position in CORT in Q4 2024 and has held it in 2 quarters since. 422 funds tracked by Wall St. Rank hold CORT as of Q2 2025.

  • Avantax Advisory Services held 6,358 shares of Corcept Therapeutics worth $467K as of Q2 2025.
  • Corcept Therapeutics was a new Avantax Advisory Services position in Q2 2025.
  • Corcept Therapeutics made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1619 holding.
  • Avantax Advisory Services first reported a position in Corcept Therapeutics in Q4 2024 and has held it in 2 quarters since.
  • 422 funds tracked by Wall St. Rank held Corcept Therapeutics as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.