SWA
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SOA Wealth Advisors’s Core Scientific CORZ Stock Holding History

SOA Wealth 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 		$6.45K Hold
252
– – ﹤0.01% 674
2026
Q1 		$3.77K Hold
252
– – ﹤0.01% 671
2025
Q4 		$3.67K Buy
+252
New +$4.39K ﹤0.01% 680

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

SOA Wealth Advisors's CORZ Position: Q2 2026 in Review

SOA Wealth Advisors held its Core Scientific (CORZ) position steady in Q2 2026 at 252 shares worth $6.45K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

SOA Wealth Advisors 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.

  • SOA Wealth Advisors held 252 shares of Core Scientific worth $6.45K as of Q2 2026.
  • SOA Wealth Advisors left its Core Scientific share count unchanged in Q2 2026.
  • Core Scientific made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #674 holding.
  • SOA Wealth Advisors 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 SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.