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Balanced Wealth Group’s Coherent COHR Stock Holding History

Balanced Wealth Group’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 		$986K Sell
2,501
-3
-0.1% -$1.06K 0.31% 37
2026
Q1 		$596K Sell
2,504
-295
-11% -$67.6K 0.21% 40
2025
Q4 		$321K Hold
2,799
– – 0.12% 57
2025
Q3 		$243K Hold
2,799
– – 0.11% 66
2025
Q2 		$301K Buy
+2,799
New +$201K 0.13% 56
2025
Q1 		– Sell
-2,872
Closed -$260K – 66
2024
Q4 		$260K Hold
2,872
– – 0.12% 61
2024
Q3 		$255K Hold
2,872
– – 0.11% 60
2024
Q2 		$209K Buy
+2,872
New +$173K 0.1% 67

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

Balanced Wealth Group's COHR Position: Q2 2026 in Review

Balanced Wealth Group reduced its Coherent (COHR) stake by 0.12% in Q2 2026, selling an estimated $1.06K and leaving 2,501 shares worth $986K. The position accounts for 0.31% of the portfolio, ranked #37.

Balanced Wealth Group first reported a position in COHR in Q2 2024 and has held it in 8 quarters since. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Balanced Wealth Group held 2,501 shares of Coherent worth $986K as of Q2 2026.
  • Balanced Wealth Group sold 3 Coherent shares in Q2 2026, an estimated $1.06K.
  • Coherent made up 0.31% of Balanced Wealth Group's portfolio in Q2 2026, its #37 holding.
  • Balanced Wealth Group first reported a position in Coherent in Q2 2024 and has held it in 8 quarters since.
  • 1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.