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Optivise Advisory Services’s Corcept Therapeutics CORT Stock Holding History

Optivise Advisory Services’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
-2,960
Closed -$217K – 205
2025
Q2 		$217K Buy
+2,960
New +$215K 0.11% 189

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 $3.37T AUM 44.26% 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

Optivise Advisory Services's CORT Position: Q3 2025 in Review

Optivise Advisory Services sold out of Corcept Therapeutics (CORT) in Q3 2025, closing a stake of 2,960 shares — an estimated $217K sold.

Optivise Advisory Services first reported a position in CORT in Q2 2025 and held it in 1 quarter. The position peaked at $217K in Q2 2025. 429 funds tracked by Wall St. Rank hold CORT as of Q3 2025.

  • Optivise Advisory Services reported no remaining Corcept Therapeutics position as of Q3 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 2,960 Corcept Therapeutics shares in Q3 2025, an estimated $217K.
  • Optivise Advisory Services first reported a position in Corcept Therapeutics in Q2 2025 and held it in 1 quarter.
  • Optivise Advisory Services's Corcept Therapeutics position peaked at $217K in Q2 2025.
  • 429 funds tracked by Wall St. Rank held Corcept Therapeutics as of Q3 2025.

Based on Optivise Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.