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 Q2	$3.01M	Buy	117,650 +25,629	+28%	+$603K	﹤0.01%	1783
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Creative Planning's CORZ Position: Q2 2026 in Review

Creative Planning increased its Core Scientific (CORZ) stake by 28% in Q2 2026, buying an estimated $603K and bringing the position to 117,650 shares worth $3.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

Creative Planning first reported a position in CORZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.38M in Q3 2025. 413 funds tracked by Wall St. Rank hold CORZ as of Q2 2026.

Creative Planning held 117,650 shares of Core Scientific worth $3.01M as of Q2 2026.
Creative Planning bought 25,629 Core Scientific shares in Q2 2026, an estimated $603K.
Core Scientific made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1783 holding.
Creative Planning first reported a position in Core Scientific in Q1 2024 and has held it in 10 quarters since.
Creative Planning's Core Scientific position peaked at $6.38M in Q3 2025.
413 funds tracked by Wall St. Rank held Core Scientific as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.