AGF Management’s Coherent COHR Stock Holding History

AGF Management’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	$238M	Buy	998,394 +854,021	+592%	+$196M	1.07%	23
2025 Q4	$26.6M	Buy	144,373 +94,104	+187%	+$14.1M	0.12%	132
2025 Q3	$5.41M	Buy	+50,269	New	+$5.01M	0.02%	269

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

AGF Management's COHR Position: Q1 2026 in Review

AGF Management increased its Coherent (COHR) stake by 592% in Q1 2026, buying an estimated $196M and bringing the position to 998,394 shares worth $238M. The position accounts for 1.07% of the portfolio, ranked #23.

AGF Management first reported a position in COHR in Q3 2025 and has held it in 3 quarters since. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

AGF Management held 998,394 shares of Coherent worth $238M as of Q1 2026.
AGF Management bought 854,021 Coherent shares in Q1 2026, an estimated $196M.
Coherent made up 1.07% of AGF Management's portfolio in Q1 2026, its #23 holding.
AGF Management first reported a position in Coherent in Q3 2025 and has held it in 3 quarters since.
1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.