CFFP
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Center for Financial Planning’s Corcept Therapeutics CORT Stock Holding History

Center for Financial Planning’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
Q3 		– Sell
-23
Closed -$1.69K – 669
2025
Q2 		$1.69K Hold
23
– – ﹤0.01% 572
2025
Q1 		$2.63K Hold
23
– – ﹤0.01% 573
2024
Q4 		$1.16K Buy
+23
New +$1.21K ﹤0.01% 593

Other funds holding CORT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.66B AUM 57.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Center for Financial Planning's CORT Position: Q3 2025 in Review

Center for Financial Planning sold out of Corcept Therapeutics (CORT) in Q3 2025, closing a stake of 23 shares — an estimated $1.69K sold.

Center for Financial Planning first reported a position in CORT in Q4 2024 and held it in 3 quarters. The position peaked at $2.63K in Q1 2025. 429 funds tracked by Wall St. Rank hold CORT as of Q3 2025.

  • Center for Financial Planning reported no remaining Corcept Therapeutics position as of Q3 2025 after selling out during the quarter.
  • Center for Financial Planning sold 23 Corcept Therapeutics shares in Q3 2025, an estimated $1.69K.
  • Center for Financial Planning first reported a position in Corcept Therapeutics in Q4 2024 and held it in 3 quarters.
  • Center for Financial Planning's Corcept Therapeutics position peaked at $2.63K in Q1 2025.
  • 429 funds tracked by Wall St. Rank held Corcept Therapeutics as of Q3 2025.

Based on Center for Financial Planning's 13F filing for Q3 2025, filed 6 Nov 2025.