Simplicity Wealth’s Core Scientific CORZ Stock Holding History

Simplicity Wealth’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 Q2	–	Sell	-126,027	Closed	-$912K	–	600
2025 Q1	$912K	Buy	+126,027	New	+$1.43M	0.07%	267

Other funds holding CORZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Gullane Capital Memphis, Tennessee $37.4M AUM 112.18% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

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

TSC

Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HPM

Helix Partners Management New York $374M AUM 136.73% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Simplicity Wealth's CORZ Position: Q2 2025 in Review

Simplicity Wealth sold out of Core Scientific (CORZ) in Q2 2025, closing a stake of 126,027 shares — an estimated $912K sold.

Simplicity Wealth first reported a position in CORZ in Q1 2025 and held it in 1 quarter. The position peaked at $912K in Q1 2025. 370 funds tracked by Wall St. Rank hold CORZ as of Q2 2025.

Simplicity Wealth reported no remaining Core Scientific position as of Q2 2025 after selling out during the quarter.
Simplicity Wealth sold 126,027 Core Scientific shares in Q2 2025, an estimated $912K.
Simplicity Wealth first reported a position in Core Scientific in Q1 2025 and held it in 1 quarter.
Simplicity Wealth's Core Scientific position peaked at $912K in Q1 2025.
370 funds tracked by Wall St. Rank held Core Scientific as of Q2 2025.

Based on Simplicity Wealth's 13F filing for Q2 2025, filed 22 Jul 2025.