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Independent Financial Group’s Corcept Therapeutics CORT Stock Holding History

Independent Financial Group’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 		– Sell
-4,825
Closed -$551K – 1307
2025
Q1 		$551K Sell
4,825
-464
-9% -$28.2K 0.02% 673
2024
Q4 		$267K Sell
5,289
-9,567
-64% -$501K 0.01% 948
2024
Q3 		$688K Sell
14,856
-3,646
-20% -$130K 0.03% 553
2024
Q2 		$601K Buy
18,502
+6,501
+54% +$178K 0.02% 547
2024
Q1 		$302K Buy
+12,001
New +$284K 0.01% 778
2023
Q4 		– Sell
-8,825
Closed -$240K – 965
2023
Q3 		$240K Buy
+8,825
New +$255K 0.02% 762

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Independent Financial Group's CORT Position: Q2 2025 in Review

Independent Financial Group sold out of Corcept Therapeutics (CORT) in Q2 2025, closing a stake of 4,825 shares — an estimated $551K sold.

Independent Financial Group first reported a position in CORT in Q3 2023 and held it in 6 quarters. The position peaked at $688K in Q3 2024. 422 funds tracked by Wall St. Rank hold CORT as of Q2 2025.

  • Independent Financial Group reported no remaining Corcept Therapeutics position as of Q2 2025 after selling out during the quarter.
  • Independent Financial Group sold 4,825 Corcept Therapeutics shares in Q2 2025, an estimated $551K.
  • Independent Financial Group first reported a position in Corcept Therapeutics in Q3 2023 and held it in 6 quarters.
  • Independent Financial Group's Corcept Therapeutics position peaked at $688K in Q3 2024.
  • 422 funds tracked by Wall St. Rank held Corcept Therapeutics as of Q2 2025.

Based on Independent Financial Group's 13F filing for Q2 2025, filed 15 May 2026.