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Clearstead Advisors’s Core Scientific CORZ Stock Holding History

Clearstead 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 		$3.66M Sell
143,203
-20,786
-13% -$489K 0.03% 281
2026
Q1 		$2.45M Buy
163,989
+222
+0.1% +$3.79K 0.02% 323
2025
Q4 		$2.38M Buy
163,767
+1,000
+0.6% +$17.4K 0.03% 302
2025
Q3 		$2.92M Sell
162,767
-800
-0.5% -$11.7K 0.04% 261
2025
Q2 		$2.79M Buy
163,567
+7,253
+5% +$72.6K 0.04% 266
2025
Q1 		$1.13M Sell
156,314
-25,000
-14% -$285K 0.02% 383
2024
Q4 		$2.55M Sell
181,314
-32,462
-15% -$480K 0.04% 258
2024
Q3 		$2.54M Buy
213,776
+67,724
+46% +$702K 0.04% 263
2024
Q2 		$1.36M Buy
+146,052
New +$746K 0.02% 339

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

Clearstead Advisors's CORZ Position: Q2 2026 in Review

Clearstead Advisors reduced its Core Scientific (CORZ) stake by 13% in Q2 2026, selling an estimated $489K and leaving 143,203 shares worth $3.66M. The position accounts for 0.03% of the portfolio, ranked #281.

Clearstead Advisors first reported a position in CORZ in Q2 2024 and has held it in 9 quarters since. 413 funds tracked by Wall St. Rank hold CORZ as of Q2 2026.

  • Clearstead Advisors held 143,203 shares of Core Scientific worth $3.66M as of Q2 2026.
  • Clearstead Advisors sold 20,786 Core Scientific shares in Q2 2026, an estimated $489K.
  • Core Scientific made up 0.03% of Clearstead Advisors's portfolio in Q2 2026, its #281 holding.
  • Clearstead Advisors first reported a position in Core Scientific in Q2 2024 and has held it in 9 quarters since.
  • 413 funds tracked by Wall St. Rank held Core Scientific as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.