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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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

Arkadios Wealth Advisors's COHR Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Coherent (COHR) stake by 64% in Q1 2026, buying an estimated $171K and bringing the position to 1,915 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #1158.

Arkadios Wealth Advisors first reported a position in COHR in Q4 2019 and has held it in 10 quarters since. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • Arkadios Wealth Advisors held 1,915 shares of Coherent worth $456K as of Q1 2026.
  • Arkadios Wealth Advisors bought 748 Coherent shares in Q1 2026, an estimated $171K.
  • Coherent made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1158 holding.
  • Arkadios Wealth Advisors first reported a position in Coherent in Q4 2019 and has held it in 10 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.