AAS
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Avantax Advisory Services’s Coherent COHR Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$400K Buy
4,484
+292
+7% +$21K ﹤0.01% 1723
2025
Q1 		$272K Buy
4,192
+1,923
+85% +$159K ﹤0.01% 1899
2024
Q4 		$215K Buy
+2,269
New +$227K ﹤0.01% 2012

Other funds holding COHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avantax Advisory Services's COHR Position: Q2 2025 in Review

Avantax Advisory Services increased its Coherent (COHR) stake by 7% in Q2 2025, buying an estimated $21K and bringing the position to 4,484 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #1723.

Avantax Advisory Services first reported a position in COHR in Q4 2024 and has held it in 3 quarters since. 645 funds tracked by Wall St. Rank hold COHR as of Q2 2025.

  • Avantax Advisory Services held 4,484 shares of Coherent worth $400K as of Q2 2025.
  • Avantax Advisory Services bought 292 Coherent shares in Q2 2025, an estimated $21K.
  • Coherent made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1723 holding.
  • Avantax Advisory Services first reported a position in Coherent in Q4 2024 and has held it in 3 quarters since.
  • 645 funds tracked by Wall St. Rank held Coherent as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.