Concurrent Investment Advisors’s Core Scientific CORZ Stock Holding History

Concurrent Investment 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
2026 Q1	$5.43M	Buy	362,851 +52,972	+17%	+$903K	0.06%	342
2025 Q4	$4.51M	Buy	309,879 +81,633	+36%	+$1.42M	0.05%	356
2025 Q3	$4.09M	Sell	228,246 -10,517	-4%	-$154K	0.07%	275
2025 Q2	$4.08M	Sell	238,763 -631	-0.3%	-$6.31K	0.08%	263
2025 Q1	$1.73M	Sell	239,394 -10,179	-4%	-$116K	0.04%	398
2024 Q4	$3.51M	Sell	249,573 -5,161	-2%	-$76.2K	0.1%	215
2024 Q3	$3.02M	Buy	254,734 +141,342	+125%	+$1.46M	0.09%	230
2024 Q2	$1.05M	Sell	113,392 -4,288	-4%	-$21.9K	0.03%	418
2024 Q1	$417K	Buy	+117,680	New	+$408K	0.02%	593

Other funds holding CORZ

Situational Awareness San Francisco, California $3.86B AUM 334.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Seas Capital Rye, New York $2.17B AUM 169.27% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return

Clearline Capital New York $1.29B AUM 38.13% 1-Year Est. Return