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Baltimore-Washington Financial Advisors’s Coherent COHR Stock Holding History

Baltimore-Washington Financial 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
Q1 		$715K Sell
3,000
-93
-3% -$21.3K 0.03% 102
2025
Q4 		$571K Buy
3,093
+93
+3% +$13.9K 0.02% 109
2025
Q3 		$323K Buy
+3,000
New +$299K 0.01% 145

Other funds holding COHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

Baltimore-Washington Financial Advisors's COHR Position: Q1 2026 in Review

Baltimore-Washington Financial Advisors reduced its Coherent (COHR) stake by 3% in Q1 2026, selling an estimated $21.3K and leaving 3,000 shares worth $715K. The position accounts for 0.03% of the portfolio, ranked #102.

Baltimore-Washington Financial Advisors first reported a position in COHR in Q3 2025 and has held it in 3 quarters since. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • Baltimore-Washington Financial Advisors held 3,000 shares of Coherent worth $715K as of Q1 2026.
  • Baltimore-Washington Financial Advisors sold 93 Coherent shares in Q1 2026, an estimated $21.3K.
  • Coherent made up 0.03% of Baltimore-Washington Financial Advisors's portfolio in Q1 2026, its #102 holding.
  • Baltimore-Washington Financial Advisors first reported a position in Coherent in Q3 2025 and has held it in 3 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.