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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
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

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

Avantax Planning Partners's COHR Position: Q1 2026 in Review

Avantax Planning Partners increased its Coherent (COHR) stake by 0.04% in Q1 2026, buying an estimated $458 and bringing the position to 4,803 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #179.

Avantax Planning Partners first reported a position in COHR in Q1 2024 and has held it in 9 quarters since. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • Avantax Planning Partners held 4,803 shares of Coherent worth $1.14M as of Q1 2026.
  • Avantax Planning Partners bought 2 Coherent shares in Q1 2026, an estimated $458.
  • Coherent made up 0.03% of Avantax Planning Partners's portfolio in Q1 2026, its #179 holding.
  • Avantax Planning Partners first reported a position in Coherent in Q1 2024 and has held it in 9 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.