GIA
CORZ icon

Gladstone Institutional Advisory’s Core Scientific CORZ Stock Holding History

Gladstone Institutional Advisory’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
-11,472
Closed -$196K – 791
2025
Q2 		$196K Buy
+11,472
New +$115K 0.01% 723
2024
Q3 		– Sell
-21,026
Closed -$196K – 695
2024
Q2 		$196K Buy
+21,026
New +$107K 0.01% 626

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

Gladstone Institutional Advisory's CORZ Position: Q3 2025 in Review

Gladstone Institutional Advisory sold out of Core Scientific (CORZ) in Q3 2025, closing a stake of 11,472 shares — an estimated $196K sold.

Gladstone Institutional Advisory first reported a position in CORZ in Q2 2024 and held it in 2 quarters. The position peaked at $196K in Q2 2025. 336 funds tracked by Wall St. Rank hold CORZ as of Q3 2025.

  • Gladstone Institutional Advisory reported no remaining Core Scientific position as of Q3 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 11,472 Core Scientific shares in Q3 2025, an estimated $196K.
  • Gladstone Institutional Advisory first reported a position in Core Scientific in Q2 2024 and held it in 2 quarters.
  • Gladstone Institutional Advisory's Core Scientific position peaked at $196K in Q2 2025.
  • 336 funds tracked by Wall St. Rank held Core Scientific as of Q3 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2025, filed 22 Oct 2025.