Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Corcept Therapeutics CORT Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$140K Sell
3,467
-13,877
-80% -$519K ﹤0.01% 3004
2025
Q4 		$604K Sell
17,344
-10,953
-39% -$860K ﹤0.01% 1802
2025
Q3 		$2.35M Buy
28,297
+16,304
+136% +$1.18M 0.01% 1022
2025
Q2 		$880K Sell
11,993
-201
-2% -$14.6K ﹤0.01% 1309
2025
Q1 		$1.39M Buy
12,194
+2,231
+22% +$136K 0.01% 978
2024
Q4 		$502K Buy
9,963
+987
+11% +$51.7K ﹤0.01% 1379
2024
Q3 		$415K Buy
8,976
+4,030
+81% +$143K ﹤0.01% 1401
2024
Q2 		$161K Buy
4,946
+1,579
+47% +$43.3K ﹤0.01% 1702
2024
Q1 		$85K Buy
3,367
+1,339
+66% +$31.6K ﹤0.01% 1969
2023
Q4 		$66K Sell
2,028
-46
-2% -$1.26K ﹤0.01% 2011
2023
Q3 		$56K Sell
2,074
-14
-0.7% -$405 ﹤0.01% 1989
2023
Q2 		$46K Sell
2,088
-46
-2% -$1.06K ﹤0.01% 2053
2023
Q1 		$46K Buy
2,134
+1,701
+393% +$37.3K ﹤0.01% 1915
2022
Q4 		$9K Sell
433
-129
-23% -$3.23K ﹤0.01% 2837
2022
Q3 		$14K Buy
562
+420
+296% +$11.2K ﹤0.01% 2454
2022
Q2 		$3K Sell
142
-17
-11% -$370 ﹤0.01% 3173
2022
Q1 		$4K Sell
159
-66
-29% -$1.4K ﹤0.01% 2906
2021
Q4 		$4K Buy
+225
New +$4.56K ﹤0.01% 2806
2021
Q2 		$1K Hold
37
– – ﹤0.01% 2766
2021
Q1 		$1K Hold
37
– – ﹤0.01% 2766
2020
Q4 		$1K Hold
37
– – ﹤0.01% 2766
2020
Q3 		$1K Hold
37
– – ﹤0.01% 2766
2020
Q2 		$1K Hold
37
– – ﹤0.01% 2766
2020
Q1 		$1K Hold
37
– – ﹤0.01% 2765
2019
Q4 		$1K Hold
37
– – ﹤0.01% 2765
2019
Q3 		$1K Hold
37
– – ﹤0.01% 2765
2019
Q2 		$1K Hold
37
– – ﹤0.01% 2765
2019
Q1 		$1K Buy
+37
New +$460 ﹤0.01% 2765

Other funds holding CORT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CORT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Corcept Therapeutics (CORT) stake by 80% in Q1 2026, selling an estimated $519K and leaving 3,467 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #3004.

Carson Wealth (CWM LLC) first reported a position in CORT in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.35M in Q3 2025. 351 funds tracked by Wall St. Rank hold CORT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,467 shares of Corcept Therapeutics worth $140K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 13,877 Corcept Therapeutics shares in Q1 2026, an estimated $519K.
  • Corcept Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3004 holding.
  • Carson Wealth (CWM LLC) first reported a position in Corcept Therapeutics in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Corcept Therapeutics position peaked at $2.35M in Q3 2025.
  • 351 funds tracked by Wall St. Rank held Corcept Therapeutics as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.