Pinnacle Wealth Planning Services’s Corcept Therapeutics CORT Stock Holding History

Pinnacle Wealth Planning 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
2026 Q3	$153K	Sell	1,329 -2,551	-66%	-$274K	0.01%	620
2026 Q2	$337K	Buy	3,880 +136	+4%	+$8.21K	0.03%	333
2026 Q1	$151K	Buy	3,744 +278	+8%	+$10.4K	0.02%	584
2025 Q4	$121K	Sell	3,466 -146	-4%	-$11.5K	0.01%	683
2025 Q3	$300K	Sell	3,612 -19	-0.5%	-$1.38K	0.04%	315
2025 Q2	$267K	Buy	+3,631	New	+$263K	0.04%	332
2021 Q1	–	Sell	-330	Closed	-$9K	–	694
2020 Q4	$9K	Buy	+330	New	+$6.95K	﹤0.01%	1418

Other funds holding CORT

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Granite Investment Partners El Segundo, California $1.84B AUM 35.93% 1-Year Est. Return

Pinnacle Wealth Planning Services's CORT Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Corcept Therapeutics (CORT) stake by 66% in Q3 2026, selling an estimated $274K and leaving 1,329 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #620.

Pinnacle Wealth Planning Services first reported a position in CORT in Q4 2020 and has held it in 7 quarters since. The position peaked at $337K in Q2 2026. 216 funds tracked by Wall St. Rank hold CORT as of Q3 2026.

Pinnacle Wealth Planning Services held 1,329 shares of Corcept Therapeutics worth $153K as of Q3 2026.
Pinnacle Wealth Planning Services sold 2,551 Corcept Therapeutics shares in Q3 2026, an estimated $274K.
Corcept Therapeutics made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #620 holding.
Pinnacle Wealth Planning Services first reported a position in Corcept Therapeutics in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Corcept Therapeutics position peaked at $337K in Q2 2026.
216 funds tracked by Wall St. Rank held Corcept Therapeutics as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.