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Avantax Planning Partners’s Coherent COHR Stock Holding History

Avantax Planning Partners’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 		$1.89M Hold
4,803
– – 0.05% 147
2026
Q1 		$1.14M Buy
4,803
+2
+0% +$458 0.03% 179
2025
Q4 		$886K Hold
4,801
– – 0.02% 206
2025
Q3 		$517K Hold
4,801
– – 0.01% 265
2025
Q2 		$428K Hold
4,801
– – 0.01% 289
2025
Q1 		$312K Hold
4,801
– – 0.01% 330
2024
Q4 		$455K Hold
4,801
– – 0.02% 270
2024
Q3 		$427K Hold
4,801
– – 0.02% 284
2024
Q2 		$348K Buy
4,801
+320
+7% +$19.2K 0.01% 335
2024
Q1 		$272K Buy
+4,481
New +$246K 0.01% 380

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 $3.38T AUM 44.17% 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

Avantax Planning Partners's COHR Position: Q2 2026 in Review

Avantax Planning Partners held its Coherent (COHR) position steady in Q2 2026 at 4,803 shares worth $1.89M. The position accounts for 0.05% of the portfolio, ranked #147.

Avantax Planning Partners first reported a position in COHR in Q1 2024 and has held it in 10 quarters since. 1,315 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Avantax Planning Partners held 4,803 shares of Coherent worth $1.89M as of Q2 2026.
  • Avantax Planning Partners left its Coherent share count unchanged in Q2 2026.
  • Coherent made up 0.05% of Avantax Planning Partners's portfolio in Q2 2026, its #147 holding.
  • Avantax Planning Partners first reported a position in Coherent in Q1 2024 and has held it in 10 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.