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Congress Wealth Management’s Core Scientific CORZ Stock Holding History

Congress Wealth Management’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
Q2 		$291K Buy
+17,046
New +$171K ﹤0.01% 1074
2025
Q1 		– Sell
-15,600
Closed -$219K – 1075
2024
Q4 		$219K Buy
+15,600
New +$230K ﹤0.01% 836

Other funds holding CORZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GC
Gullane Capital Memphis, Tennessee $59.2M AUM 51.07% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HPM
Helix Partners Management New York $744M AUM 62.28% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Congress Wealth Management's CORZ Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Core Scientific (CORZ) in Q2 2025: 17,046 shares worth $291K. The stake represents ﹤0.01% of the portfolio and ranks #1074 among its holdings. This is a return to the name: Congress Wealth Management previously reported a position in CORZ as recently as Q4 2024.

Congress Wealth Management first reported a position in CORZ in Q4 2024 and has held it in 2 quarters since. 370 funds tracked by Wall St. Rank hold CORZ as of Q2 2025.

  • Congress Wealth Management held 17,046 shares of Core Scientific worth $291K as of Q2 2025.
  • Core Scientific was a new Congress Wealth Management position in Q2 2025.
  • Core Scientific made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1074 holding.
  • Congress Wealth Management first reported a position in Core Scientific in Q4 2024 and has held it in 2 quarters since.
  • 370 funds tracked by Wall St. Rank held Core Scientific as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.