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Strategic Wealth Partners’s Core Scientific CORZ Stock Holding History

Strategic Wealth Partners’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 		$102 Hold
4
– – ﹤0.01% 1387
2026
Q1 		$60 Hold
4
– – ﹤0.01% 1413
2025
Q4 		$58 Hold
4
– – ﹤0.01% 1406
2025
Q3 		$72 Hold
4
– – ﹤0.01% 1284
2025
Q2 		$68 Buy
+4
New +$40 ﹤0.01% 1112

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JCAM
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Vanguard Portfolio Management
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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

Strategic Wealth Partners's CORZ Position: Q2 2026 in Review

Strategic Wealth Partners held its Core Scientific (CORZ) position steady in Q2 2026 at 4 shares worth $102. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Strategic Wealth Partners first reported a position in CORZ in Q2 2025 and has held it in 5 quarters since. 412 funds tracked by Wall St. Rank hold CORZ as of Q2 2026.

  • Strategic Wealth Partners held 4 shares of Core Scientific worth $102 as of Q2 2026.
  • Strategic Wealth Partners left its Core Scientific share count unchanged in Q2 2026.
  • Core Scientific made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1387 holding.
  • Strategic Wealth Partners first reported a position in Core Scientific in Q2 2025 and has held it in 5 quarters since.
  • 412 funds tracked by Wall St. Rank held Core Scientific as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.