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Planning Strategies Inc.’s Core Scientific CORZ Stock Holding History

Planning Strategies Inc.’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 		$4.5K Buy
+176
New +$4.14K ﹤0.01% 432

Other funds holding CORZ

OWP
ORG Wealth Partners Dallas, Texas $646M AUM 46.54% 1-Year Est. Return
CCAM
Capelight Capital Asset Management New York $208M AUM
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
BJF
Blue Jean Financial Albany, New York $144M AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Planning Strategies Inc.'s CORZ Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Core Scientific (CORZ) in Q2 2026: 176 shares worth $4.5K. The stake represents ﹤0.01% of the portfolio and ranks #432 among its holdings.

96 funds tracked by Wall St. Rank hold CORZ as of Q2 2026.

  • Planning Strategies Inc. held 176 shares of Core Scientific worth $4.5K as of Q2 2026.
  • Core Scientific was a new Planning Strategies Inc. position in Q2 2026.
  • Core Scientific made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #432 holding.
  • 96 funds tracked by Wall St. Rank held Core Scientific as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.