MGIA
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Moneta Group Investment Advisors’s Corcept Therapeutics CORT Stock Holding History

Moneta Group Investment Advisors’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
Q4 		– Sell
-5,164
Closed -$429K – 816
2025
Q3 		$429K Sell
5,164
-406
-7% -$29.4K ﹤0.01% 536
2025
Q2 		$409K Sell
5,570
-126
-2% -$9.13K ﹤0.01% 485
2025
Q1 		$651K Sell
5,696
-509
-8% -$31K 0.01% 359
2024
Q4 		$313K Buy
6,205
+587
+10% +$30.8K ﹤0.01% 521
2024
Q3 		$260K Buy
+5,618
New +$200K ﹤0.01% 555
2018
Q2 		– Sell
-2,925
Closed -$48K – 436
2018
Q1 		$48K Buy
+2,925
New +$54.2K 0.01% 326

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ISL
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Renaissance Technologies
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PA
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return