Creative Planning

Creative Planning’s Core Scientific CORZ Stock Holding History

Creative Planning’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 Q1	$1.38M	Buy	92,021 +22,021	+31%	+$376K	﹤0.01%	2207
2025 Q4	$1.02M	Sell	70,000 -285,720	-80%	-$4.98M	﹤0.01%	2265
2025 Q3	$6.38M	Buy	355,720 +317,856	+839%	+$4.66M	﹤0.01%	746
2025 Q2	$646K	Buy	37,864 +9,197	+32%	+$92K	﹤0.01%	2241
2025 Q1	$208K	Sell	28,667 -15,122	-35%	-$172K	﹤0.01%	3039
2024 Q4	$615K	Buy	43,789 +10,864	+33%	+$160K	﹤0.01%	2039
2024 Q3	$389K	Buy	32,925 +15,413	+88%	+$160K	﹤0.01%	2312
2024 Q2	$163K	Buy	17,512 +1,353	+8%	+$6.91K	﹤0.01%	2733
2024 Q1	$57.2K	Buy	+16,159	New	+$56K	﹤0.01%	2773

Other funds holding CORZ

Situational Awareness San Francisco, California $3.86B AUM 334.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Seas Capital Rye, New York $2.17B AUM 169.27% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return

Clearline Capital New York $1.29B AUM 38.13% 1-Year Est. Return