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Arkadios Wealth Advisors’s Coherent COHR Stock Holding History

Arkadios Wealth 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 		$565K Sell
1,432
-483
-25% -$171K 0.01% 1068
2026
Q1 		$456K Buy
1,915
+748
+64% +$171K 0.01% 1158
2025
Q4 		$215K Buy
+1,167
New +$175K ﹤0.01% 1416
2021
Q4 		– Sell
-100
Closed -$5K – 793
2021
Q3 		$5K Hold
100
– – ﹤0.01% 1586
2021
Q2 		$7K Hold
100
– – ﹤0.01% 1618
2021
Q1 		$6K Hold
100
– – ﹤0.01% 1310
2020
Q4 		$7K Hold
100
– – ﹤0.01% 1038
2020
Q3 		$4.6K Hold
100
– – ﹤0.01% 858
2020
Q2 		$4.34K Hold
100
– – ﹤0.01% 799
2020
Q1 		$2.85K Hold
100
– – ﹤0.01% 878
2019
Q4 		$3.76K Buy
+100
New +$3.19K ﹤0.01% 737

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

Arkadios Wealth Advisors's COHR Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Coherent (COHR) stake by 25% in Q2 2026, selling an estimated $171K and leaving 1,432 shares worth $565K. The position accounts for 0.01% of the portfolio, ranked #1068.

Arkadios Wealth Advisors first reported a position in COHR in Q4 2019 and has held it in 11 quarters since. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Arkadios Wealth Advisors held 1,432 shares of Coherent worth $565K as of Q2 2026.
  • Arkadios Wealth Advisors sold 483 Coherent shares in Q2 2026, an estimated $171K.
  • Coherent made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1068 holding.
  • Arkadios Wealth Advisors first reported a position in Coherent in Q4 2019 and has held it in 11 quarters since.
  • 1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.