Perigon Wealth Management
CORZ icon

Perigon Wealth Management’s Core Scientific CORZ Stock Holding History

Perigon 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
2026
Q3 		$1.34M Sell
84,133
-162
-0.2% -$3.19K 0.02% 506
2026
Q2 		$2.16M Buy
84,295
+59
+0.1% +$1.39K 0.03% 401
2026
Q1 		$1.26M Buy
84,236
+1,355
+2% +$23.1K 0.02% 465
2025
Q4 		$1.21M Sell
82,881
-33,600
-29% -$586K 0.02% 488
2025
Q3 		$2.09M Sell
116,481
-1,093
-0.9% -$16K 0.04% 346
2025
Q2 		$2.01M Buy
117,574
+14,644
+14% +$147K 0.05% 329
2025
Q1 		$745K Sell
102,930
-62
-0.1% -$706 0.02% 520
2024
Q4 		$1.51M Sell
102,992
-47,937
-32% -$708K 0.04% 352
2024
Q3 		$1.79M Hold
150,929
– – 0.05% 308
2024
Q2 		$1.4M Sell
150,929
-43,322
-22% -$221K 0.04% 301
2024
Q1 		$688K Buy
+194,251
New +$674K 0.02% 464

Other funds holding CORZ

Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
CCAM
Capelight Capital Asset Management New York $254M AUM 164.28% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 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
Silverleafe Capital Partners
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
GoalVest Advisory
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Perigon Wealth Management's CORZ Position: Q3 2026 in Review

Perigon Wealth Management reduced its Core Scientific (CORZ) stake by 0.19% in Q3 2026, selling an estimated $3.19K and leaving 84,133 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #506.

Perigon Wealth Management first reported a position in CORZ in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.16M in Q2 2026. 57 funds tracked by Wall St. Rank hold CORZ as of Q3 2026.

  • Perigon Wealth Management held 84,133 shares of Core Scientific worth $1.34M as of Q3 2026.
  • Perigon Wealth Management sold 162 Core Scientific shares in Q3 2026, an estimated $3.19K.
  • Core Scientific made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #506 holding.
  • Perigon Wealth Management first reported a position in Core Scientific in Q1 2024 and has held it in 11 quarters since.
  • Perigon Wealth Management's Core Scientific position peaked at $2.16M in Q2 2026.
  • 57 funds tracked by Wall St. Rank held Core Scientific as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.