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Joel Isaacson & Co’s Core Scientific CORZ Stock Holding History

Joel Isaacson & Co’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
-33,983
Closed -$580K – 450
2025
Q2 		$580K Sell
33,983
-24,028
-41% -$240K 0.02% 233
2025
Q1 		$420K Hold
58,011
– – 0.02% 263
2024
Q4 		$815K Buy
58,011
+2,500
+5% +$36.9K 0.04% 167
2024
Q3 		$658K Hold
55,511
– – 0.03% 183
2024
Q2 		$516K Hold
55,511
– – 0.03% 208
2024
Q1 		$197K Buy
+55,511
New +$192K 0.01% 321

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

Joel Isaacson & Co's CORZ Position: Q3 2025 in Review

Joel Isaacson & Co sold out of Core Scientific (CORZ) in Q3 2025, closing a stake of 33,983 shares — an estimated $580K sold.

Joel Isaacson & Co first reported a position in CORZ in Q1 2024 and held it in 6 quarters. The position peaked at $815K in Q4 2024. 336 funds tracked by Wall St. Rank hold CORZ as of Q3 2025.

  • Joel Isaacson & Co reported no remaining Core Scientific position as of Q3 2025 after selling out during the quarter.
  • Joel Isaacson & Co sold 33,983 Core Scientific shares in Q3 2025, an estimated $580K.
  • Joel Isaacson & Co first reported a position in Core Scientific in Q1 2024 and held it in 6 quarters.
  • Joel Isaacson & Co's Core Scientific position peaked at $815K in Q4 2024.
  • 336 funds tracked by Wall St. Rank held Core Scientific as of Q3 2025.

Based on Joel Isaacson & Co's 13F filing for Q3 2025, filed 30 Oct 2025.