Balance Wealth’s Coherent COHR Stock Holding History

Balance 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	$427	Buy	+1	New	+$300	﹤0.01%	905

Other funds holding COHR

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Balance Wealth's COHR Position: Q3 2026 in Review

Balance Wealth opened a new position in Coherent (COHR) in Q3 2026: 1 share worth $427. The stake represents ﹤0.01% of the portfolio and ranks #905 among its holdings.

1,050 funds tracked by Wall St. Rank hold COHR as of Q3 2026.

Balance Wealth held 1 share of Coherent worth $427 as of Q3 2026.
Coherent was a new Balance Wealth position in Q3 2026.
Coherent made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #905 holding.
1,050 funds tracked by Wall St. Rank held Coherent as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.