GA
CORZ icon

GoalVest Advisory’s Core Scientific CORZ Stock Holding History

GoalVest Advisory’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 		$1.03M Hold
40,100
– – 0.19% 68
2026
Q1 		$600K Hold
40,100
– – 0.12% 96
2025
Q4 		$584K Buy
+40,100
New +$699K 0.11% 97

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

GoalVest Advisory's CORZ Position: Q2 2026 in Review

GoalVest Advisory held its Core Scientific (CORZ) position steady in Q2 2026 at 40,100 shares worth $1.03M. The position accounts for 0.19% of the portfolio, ranked #68.

GoalVest Advisory first reported a position in CORZ in Q4 2025 and has held it in 3 quarters since. 413 funds tracked by Wall St. Rank hold CORZ as of Q2 2026.

  • GoalVest Advisory held 40,100 shares of Core Scientific worth $1.03M as of Q2 2026.
  • GoalVest Advisory left its Core Scientific share count unchanged in Q2 2026.
  • Core Scientific made up 0.19% of GoalVest Advisory's portfolio in Q2 2026, its #68 holding.
  • GoalVest Advisory first reported a position in Core Scientific in Q4 2025 and has held it in 3 quarters since.
  • 413 funds tracked by Wall St. Rank held Core Scientific as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.