AW
COHR icon

Avion Wealth’s Coherent COHR Stock Holding History

Avion Wealth’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
Q3 		$17K Buy
61
+8
+15% +$2.4K ﹤0.01% 423
2026
Q2 		$20K Buy
53
+9
+20% +$3.18K ﹤0.01% 394
2026
Q1 		$10K Sell
44
-121
-73% -$27.7K ﹤0.01% 487
2025
Q4 		$30K Buy
165
+130
+371% +$19.4K 0.01% 274
2025
Q3 		$3K Buy
35
+4
+13% +$399 ﹤0.01% 733
2025
Q2 		$2K Buy
31
+8
+35% +$576 ﹤0.01% 788
2025
Q1 		$2K Hold
23
– – ﹤0.01% 697
2024
Q4 		$2K Hold
23
– – ﹤0.01% 694
2024
Q3 		$2K Buy
23
+7
+44% +$523 ﹤0.01% 664
2024
Q2 		$1K Hold
16
– – ﹤0.01% 704
2024
Q1 		$1K Hold
16
– – ﹤0.01% 891
2023
Q4 		$1K Buy
+16
New +$577 ﹤0.01% 732

Other funds holding COHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Avion Wealth's COHR Position: Q3 2026 in Review

Avion Wealth increased its Coherent (COHR) stake by 15% in Q3 2026, buying an estimated $2.4K and bringing the position to 61 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Avion Wealth first reported a position in COHR in Q4 2023 and has held it in 12 quarters since. The position peaked at $30K in Q4 2025. 755 funds tracked by Wall St. Rank hold COHR as of Q3 2026.

  • Avion Wealth held 61 shares of Coherent worth $17K as of Q3 2026.
  • Avion Wealth bought 8 Coherent shares in Q3 2026, an estimated $2.4K.
  • Coherent made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #423 holding.
  • Avion Wealth first reported a position in Coherent in Q4 2023 and has held it in 12 quarters since.
  • Avion Wealth's Coherent position peaked at $30K in Q4 2025.
  • 755 funds tracked by Wall St. Rank held Coherent as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.