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Whipplewood Advisors’s Core Scientific CORZ Stock Holding History

Whipplewood 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
2026
Q2 		$5.66K Sell
221
-529
-71% -$12.5K ﹤0.01% 306
2026
Q1 		$11.2K Buy
+750
New +$12.8K 0.01% 469
2025
Q3 		– Sell
-1,071
Closed -$18.3K – 486
2025
Q2 		$18.3K Buy
1,071
+534
+99% +$5.34K 0.01% 479
2025
Q1 		$6.35K Sell
537
-462
-46% -$5.26K ﹤0.01% 649
2024
Q4 		$14K Buy
+999
New +$14.8K 0.01% 496

Other funds holding CORZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return

Whipplewood Advisors's CORZ Position: Q2 2026 in Review

Whipplewood Advisors reduced its Core Scientific (CORZ) stake by 71% in Q2 2026, selling an estimated $12.5K and leaving 221 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Whipplewood Advisors first reported a position in CORZ in Q4 2024 and has held it in 5 quarters since. The position peaked at $18.3K in Q2 2025. 412 funds tracked by Wall St. Rank hold CORZ as of Q2 2026.

  • Whipplewood Advisors held 221 shares of Core Scientific worth $5.66K as of Q2 2026.
  • Whipplewood Advisors sold 529 Core Scientific shares in Q2 2026, an estimated $12.5K.
  • Core Scientific made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #306 holding.
  • Whipplewood Advisors first reported a position in Core Scientific in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Core Scientific position peaked at $18.3K in Q2 2025.
  • 412 funds tracked by Wall St. Rank held Core Scientific as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.