United Capital Financial Advisors’s Core Scientific CORZ Stock Holding History

United Capital Financial 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	$1.53M	Buy	59,908 +15,700	+36%	+$370K	0.01%	647
2026 Q1	$661K	Sell	44,208 -14,419	-25%	-$246K	﹤0.01%	934
2025 Q4	$854K	Buy	58,627 +114	+0.2%	+$1.99K	0.01%	792
2025 Q3	$1.05M	Buy	58,513 +38,780	+197%	+$569K	0.01%	627
2025 Q2	$337K	Sell	19,733 -247	-1%	-$2.47K	﹤0.01%	891
2025 Q1	$145K	Sell	19,980 -128	-0.6%	-$1.46K	﹤0.01%	1035
2024 Q4	$283K	Buy	20,108 +527	+3%	+$7.79K	﹤0.01%	902
2024 Q3	$232K	Buy	+19,581	New	+$203K	﹤0.01%	956

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

United Capital Financial Advisors's CORZ Position: Q2 2026 in Review

United Capital Financial Advisors increased its Core Scientific (CORZ) stake by 36% in Q2 2026, buying an estimated $370K and bringing the position to 59,908 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #647.

United Capital Financial Advisors first reported a position in CORZ in Q3 2024 and has held it in 8 quarters since. 412 funds tracked by Wall St. Rank hold CORZ as of Q2 2026.

United Capital Financial Advisors held 59,908 shares of Core Scientific worth $1.53M as of Q2 2026.
United Capital Financial Advisors bought 15,700 Core Scientific shares in Q2 2026, an estimated $370K.
Core Scientific made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #647 holding.
United Capital Financial Advisors first reported a position in Core Scientific in Q3 2024 and has held it in 8 quarters since.
412 funds tracked by Wall St. Rank held Core Scientific as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.