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Arkadios Wealth Advisors’s Core Scientific CORZ Stock Holding History

Arkadios Wealth Advisors’s Portfolio CORZ Stock Details CORZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-20,020
Closed -$342K – 1484
2025
Q2 		$342K Buy
20,020
+2
+0% +$20 0.01% 1007
2025
Q1 		$145K Buy
+20,018
New +$228K 0.01% 1060
2024
Q4 		– Sell
-10,042
Closed -$119K – 955
2024
Q3 		$119K Buy
+10,042
New +$104K 0.01% 865

Other funds holding CORZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $508M AUM 83.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arkadios Wealth Advisors's CORZ Position: Q3 2025 in Review

Arkadios Wealth Advisors sold out of Core Scientific (CORZ) in Q3 2025, closing a stake of 20,020 shares — an estimated $342K sold.

Arkadios Wealth Advisors first reported a position in CORZ in Q3 2024 and held it in 3 quarters. The position peaked at $342K in Q2 2025. 336 funds tracked by Wall St. Rank hold CORZ as of Q3 2025.

  • Arkadios Wealth Advisors reported no remaining Core Scientific position as of Q3 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 20,020 Core Scientific shares in Q3 2025, an estimated $342K.
  • Arkadios Wealth Advisors first reported a position in Core Scientific in Q3 2024 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Core Scientific position peaked at $342K in Q2 2025.
  • 336 funds tracked by Wall St. Rank held Core Scientific as of Q3 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.