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B. Riley Wealth Advisors’s Coherent COHR Stock Holding History

B. Riley 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
Q2 		$250K Buy
+638
New +$226K 0.01% 690
2025
Q2 		– Sell
-32,621
Closed -$2.12M – 1096
2025
Q1 		$2.12M Buy
32,621
+4,214
+15% +$349K 0.06% 302
2024
Q4 		$2.69M Sell
28,407
-7,575
-21% -$758K 0.09% 228
2024
Q3 		$3.21M Sell
35,982
-6,656
-16% -$497K 0.09% 218
2024
Q2 		$3.09M Sell
42,638
-58,555
-58% -$3.52M 0.08% 239
2024
Q1 		$3.3M Buy
101,193
+8,090
+9% +$444K 0.09% 219
2023
Q4 		$4.05M Sell
93,103
-8,090
-8% -$292K 0.11% 201
2023
Q3 		$3.3M Buy
101,193
+5,275
+5% +$217K 0.09% 219
2023
Q2 		$4.89M Buy
95,918
+21,250
+28% +$789K 0.11% 188
2023
Q1 		$2.84M Buy
74,668
+12,770
+21% +$520K 0.08% 261
2022
Q4 		$2.17M Buy
61,898
+7,118
+13% +$248K 0.06% 314
2022
Q3 		$1.91M Buy
54,780
+1,879
+4% +$90K 0.06% 319
2022
Q2 		$2.7M Buy
52,901
+4,757
+10% +$290K 0.11% 185
2022
Q1 		$3.49M Buy
48,144
+573
+1% +$39K 0.11% 187
2021
Q4 		$3.25M Sell
47,571
-1,000
-2% -$62.9K 0.09% 236
2021
Q3 		$2.88M Sell
48,571
-33
-0.1% -$2.15K 0.09% 254
2021
Q2 		$3.53M Sell
48,604
-5,625
-10% -$396K 0.11% 206
2021
Q1 		$3.71M Buy
+54,229
New +$4.45M 0.13% 177

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 $3.37T AUM 44.26% 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

B. Riley Wealth Advisors's COHR Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in Coherent (COHR) in Q2 2026: 638 shares worth $250K. The stake represents 0.01% of the portfolio and ranks #690 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in COHR as recently as Q1 2025.

B. Riley Wealth Advisors first reported a position in COHR in Q1 2021 and has held it in 18 quarters since. The position peaked at $4.89M in Q2 2023. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • B. Riley Wealth Advisors held 638 shares of Coherent worth $250K as of Q2 2026.
  • Coherent was a new B. Riley Wealth Advisors position in Q2 2026.
  • Coherent made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #690 holding.
  • B. Riley Wealth Advisors first reported a position in Coherent in Q1 2021 and has held it in 18 quarters since.
  • B. Riley Wealth Advisors's Coherent position peaked at $4.89M in Q2 2023.
  • 1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.