Apriem Advisors’s Coherent COHR Stock Holding History

Apriem Advisors’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 Q2	–	Sell	-2,290	Closed	-$546K	–	188
2026 Q1	$546K	Hold	2,290	–	–	0.05%	116
2025 Q4	$423K	Hold	2,290	–	–	0.04%	124
2025 Q3	$247K	Buy	+2,290	New	+$228K	0.02%	166

Other funds holding COHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Apriem Advisors's COHR Position: Q2 2026 in Review

Apriem Advisors sold out of Coherent (COHR) in Q2 2026, closing a stake of 2,290 shares — an estimated $546K sold.

Apriem Advisors first reported a position in COHR in Q3 2025 and held it in 3 quarters. The position peaked at $546K in Q1 2026. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

Apriem Advisors reported no remaining Coherent position as of Q2 2026 after selling out during the quarter.
Apriem Advisors sold 2,290 Coherent shares in Q2 2026, an estimated $546K.
Apriem Advisors first reported a position in Coherent in Q3 2025 and held it in 3 quarters.
Apriem Advisors's Coherent position peaked at $546K in Q1 2026.
1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Apriem Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.