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Marcum Wealth’s Corcept Therapeutics CORT Stock Holding History

Marcum Wealth’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
Q1 		$538K Sell
4,711
-4,668
-50% -$284K 0.05% 181
2024
Q4 		$473K Sell
9,379
-621
-6% -$32.5K 0.04% 205
2024
Q3 		$463K Sell
10,000
-9
-0.1% -$320 0.04% 214
2024
Q2 		$325K Sell
10,009
-20
-0.2% -$548 0.03% 256
2024
Q1 		$253K Hold
10,029
– – 0.03% 301
2023
Q4 		$326K Hold
10,029
– – 0.03% 241
2023
Q3 		$273K Buy
10,029
+29
+0.3% +$839 0.03% 258
2023
Q2 		$223K Hold
10,000
– – 0.03% 310
2023
Q1 		$217K Hold
10,000
– – 0.03% 312
2022
Q4 		$203K Hold
10,000
– – 0.03% 307
2022
Q3 		$256K Buy
+10,000
New +$268K 0.04% 259

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Marcum Wealth's CORT Position: Q1 2025 in Review

Marcum Wealth reduced its Corcept Therapeutics (CORT) stake by 50% in Q1 2025, selling an estimated $284K and leaving 4,711 shares worth $538K. The position accounts for 0.05% of the portfolio, ranked #181.

Marcum Wealth first reported a position in CORT in Q3 2022 and has held it in 11 quarters since. 422 funds tracked by Wall St. Rank hold CORT as of Q1 2025.

  • Marcum Wealth held 4,711 shares of Corcept Therapeutics worth $538K as of Q1 2025.
  • Marcum Wealth sold 4,668 Corcept Therapeutics shares in Q1 2025, an estimated $284K.
  • Corcept Therapeutics made up 0.05% of Marcum Wealth's portfolio in Q1 2025, its #181 holding.
  • Marcum Wealth first reported a position in Corcept Therapeutics in Q3 2022 and has held it in 11 quarters since.
  • 422 funds tracked by Wall St. Rank held Corcept Therapeutics as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.