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Bernard Wealth Management’s Core Scientific CORZ Stock Holding History

Bernard 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
Q2 		$38.4K Hold
1,500
– – 0.01% 151
2026
Q1 		$22.4K Hold
1,500
– – 0.01% 173
2025
Q4 		$21.8K Hold
1,500
– – 0.01% 181
2025
Q3 		$26.9K Sell
1,500
-1,500
-50% -$22K 0.01% 167
2025
Q2 		$51.2K Buy
+3,000
New +$30K 0.02% 127

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

Bernard Wealth Management's CORZ Position: Q2 2026 in Review

Bernard Wealth Management held its Core Scientific (CORZ) position steady in Q2 2026 at 1,500 shares worth $38.4K. The position accounts for 0.01% of the portfolio, ranked #151.

Bernard Wealth Management first reported a position in CORZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $51.2K in Q2 2025. 413 funds tracked by Wall St. Rank hold CORZ as of Q2 2026.

  • Bernard Wealth Management held 1,500 shares of Core Scientific worth $38.4K as of Q2 2026.
  • Bernard Wealth Management left its Core Scientific share count unchanged in Q2 2026.
  • Core Scientific made up 0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Bernard Wealth Management first reported a position in Core Scientific in Q2 2025 and has held it in 5 quarters since.
  • Bernard Wealth Management's Core Scientific position peaked at $51.2K in Q2 2025.
  • 413 funds tracked by Wall St. Rank held Core Scientific as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.