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Essential Partners’s Core Scientific CORZ Stock Holding History

Essential Partners’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
Q3 		$19K Sell
1,192
-5
-0.4% -$98 0.01% 928
2026
Q2 		$30.6K Buy
1,197
+3
+0.3% +$71 0.01% 759
2026
Q1 		$17.9K Buy
1,194
+2
+0.2% +$34 0.01% 973
2025
Q4 		$17.4K Buy
1,192
+12
+1% +$209 0.01% 968
2025
Q3 		$21.2K Hold
1,180
– – 0.01% 872
2025
Q2 		$20.1K Buy
+1,180
New +$11.8K 0.01% 673

Other funds holding CORZ

Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RIM
Reliant Investment Management Memphis, Tennessee $271M AUM 26.2% 1-Year Est. Return

Essential Partners's CORZ Position: Q3 2026 in Review

Essential Partners reduced its Core Scientific (CORZ) stake by 0.42% in Q3 2026, selling an estimated $98 and leaving 1,192 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #928.

Essential Partners first reported a position in CORZ in Q2 2025 and has held it in 6 quarters since. The position peaked at $30.6K in Q2 2026. 33 funds tracked by Wall St. Rank hold CORZ as of Q3 2026.

  • Essential Partners held 1,192 shares of Core Scientific worth $19K as of Q3 2026.
  • Essential Partners sold 5 Core Scientific shares in Q3 2026, an estimated $98.
  • Core Scientific made up 0.01% of Essential Partners's portfolio in Q3 2026, its #928 holding.
  • Essential Partners first reported a position in Core Scientific in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Core Scientific position peaked at $30.6K in Q2 2026.
  • 33 funds tracked by Wall St. Rank held Core Scientific as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.