Advisory Services Network’s Coherent COHR Stock Holding History

Advisory Services Network’s Portfolio COHR Stock Details COHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.2M	Buy	5,039 +3,802	+307%	+$871K	0.02%	839
2025 Q4	$228K	Buy	1,237 +80	+7%	+$12K	﹤0.01%	1632
2025 Q3	$125K	Buy	+1,157	New	+$115K	﹤0.01%	1947
2024 Q1	–	Sell	-331	Closed	-$14.4K	–	1869
2023 Q4	$14.4K	Buy	+331	New	+$11.9K	﹤0.01%	2691
2023 Q2	–	Sell	-756	Closed	-$28.8K	–	1871
2023 Q1	$28.8K	Buy	756 +10	+1%	+$407	﹤0.01%	2324
2022 Q4	$26.2K	Buy	+746	New	+$25.9K	﹤0.01%	2321
2021 Q3	–	Sell	-2,758	Closed	-$200K	–	1748
2021 Q2	$200K	Sell	2,758 -691	-20%	-$48.6K	0.01%	1266
2021 Q1	$236K	Sell	3,449 -3,429	-50%	-$281K	0.01%	1116
2020 Q4	$523K	Sell	6,878 -1,581	-19%	-$93.7K	0.02%	717
2020 Q3	$343K	Buy	8,459 +2,874	+51%	+$127K	0.02%	775
2020 Q2	$263K	Sell	5,585 -1,447	-21%	-$57.4K	0.01%	842
2020 Q1	$200K	Buy	7,032 +4,221	+150%	+$137K	0.01%	819
2019 Q4	$95K	Buy	2,811 +2,201	+361%	+$70.2K	0.01%	1187
2019 Q3	$22K	Hold	610	–	–	﹤0.01%	1772
2019 Q2	$22K	Sell	610 -1,140	-65%	-$41.6K	﹤0.01%	1770
2019 Q1	$65K	Buy	1,750 +900	+106%	+$33.3K	﹤0.01%	1142
2018 Q4	$28K	Buy	850 +750	+750%	+$28K	﹤0.01%	1350
2018 Q3	$5K	Hold	100	–	–	﹤0.01%	2047
2018 Q2	$5K	Hold	100	–	–	﹤0.01%	1997
2018 Q1	$4K	Buy	+100	New	+$4.33K	﹤0.01%	2185
2015 Q2	–	Sell	-175	Closed	-$3K	–	1414
2015 Q1	$3K	Hold	175	–	–	﹤0.01%	1107
2014 Q4	$2K	Buy	+175	New	+$2.27K	﹤0.01%	1083

Other funds holding COHR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

Advisory Services Network's COHR Position: Q1 2026 in Review

Advisory Services Network increased its Coherent (COHR) stake by 307% in Q1 2026, buying an estimated $871K and bringing the position to 5,039 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #839.

Advisory Services Network first reported a position in COHR in Q4 2014 and has held it in 22 quarters since. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

Advisory Services Network held 5,039 shares of Coherent worth $1.2M as of Q1 2026.
Advisory Services Network bought 3,802 Coherent shares in Q1 2026, an estimated $871K.
Coherent made up 0.02% of Advisory Services Network's portfolio in Q1 2026, its #839 holding.
Advisory Services Network first reported a position in Coherent in Q4 2014 and has held it in 22 quarters since.
1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.