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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
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

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MLCM
M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 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 Q4 2024.

B. Riley Wealth Advisors first reported a position in COHR in Q1 2021 and has held it in 17 quarters since. The position peaked at $4.89M in Q2 2023. 170 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 17 quarters since.
  • B. Riley Wealth Advisors's Coherent position peaked at $4.89M in Q2 2023.
  • 170 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.