Heritage Oak Wealth Advisors’s Core Scientific CORZ Stock Holding History

Heritage Oak 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 Q4	–	Sell	-753,516	Closed	-$13.5M	–	81
2025 Q3	$13.5M	Sell	753,516 -330	-0%	-$4.84K	4.91%	5
2025 Q2	$12.9M	Buy	753,846 +17,709	+2%	+$177K	4.97%	4
2025 Q1	$5.33M	Buy	736,137 +2,985	+0.4%	+$34K	2.34%	8
2024 Q4	$10.3M	Buy	+733,152	New	+$10.8M	4.84%	5
2024 Q3	–	Sell	-250,916	Closed	-$2.33M	–	160
2024 Q2	$2.33M	Buy	+250,916	New	+$1.28M	1.18%	15

Other funds holding CORZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TSC

Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Heritage Oak Wealth Advisors's CORZ Position: Q4 2025 in Review

Heritage Oak Wealth Advisors sold out of Core Scientific (CORZ) in Q4 2025, closing a stake of 753,516 shares — an estimated $13.5M sold.

Heritage Oak Wealth Advisors first reported a position in CORZ in Q2 2024 and held it in 5 quarters. The position peaked at $13.5M in Q3 2025. 367 funds tracked by Wall St. Rank hold CORZ as of Q4 2025.

Heritage Oak Wealth Advisors reported no remaining Core Scientific position as of Q4 2025 after selling out during the quarter.
Heritage Oak Wealth Advisors sold 753,516 Core Scientific shares in Q4 2025, an estimated $13.5M.
Heritage Oak Wealth Advisors first reported a position in Core Scientific in Q2 2024 and held it in 5 quarters.
Heritage Oak Wealth Advisors's Core Scientific position peaked at $13.5M in Q3 2025.
367 funds tracked by Wall St. Rank held Core Scientific as of Q4 2025.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.