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Arista Wealth Management’s Coherent COHR Stock Holding History

Arista Wealth 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
Q2 		$1.84M Sell
4,663
-980
-17% -$347K 0.2% 62
2026
Q1 		$1.34M Buy
+5,643
New +$1.29M 0.16% 84
2025
Q4 		– Sell
-13,275
Closed -$1.43M – 263
2025
Q3 		$1.43M Buy
13,275
+3,000
+29% +$299K 0.18% 76
2025
Q2 		$917K Buy
+10,275
New +$739K 0.13% 97

Other funds holding COHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arista Wealth Management's COHR Position: Q2 2026 in Review

Arista Wealth Management reduced its Coherent (COHR) stake by 17% in Q2 2026, selling an estimated $347K and leaving 4,663 shares worth $1.84M. The position accounts for 0.2% of the portfolio, ranked #62.

Arista Wealth Management first reported a position in COHR in Q2 2025 and has held it in 4 quarters since. 1,304 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Arista Wealth Management held 4,663 shares of Coherent worth $1.84M as of Q2 2026.
  • Arista Wealth Management sold 980 Coherent shares in Q2 2026, an estimated $347K.
  • Coherent made up 0.2% of Arista Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Arista Wealth Management first reported a position in Coherent in Q2 2025 and has held it in 4 quarters since.
  • 1,304 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.