Bartlett & Co Wealth Management’s Coherent COHR Stock Holding History

Bartlett & Co Wealth Management’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	$23.3K	Buy	59 +27	+84%	+$9.55K	﹤0.01%	863
2026 Q1	$10.6K	Buy	+32	New	+$7.33K	﹤0.01%	917
2023 Q2	–	Sell	-273	Closed	-$10.4K	–	1157
2023 Q1	$10.4K	Hold	273	–	–	﹤0.01%	817
2022 Q4	$9.58K	Hold	273	–	–	﹤0.01%	835
2022 Q3	$9.51K	Buy	273 +102	+60%	+$4.88K	﹤0.01%	832
2022 Q2	$8.71K	Sell	171 -172	-50%	-$10.5K	﹤0.01%	894
2022 Q1	$24.9K	Buy	+343	New	+$23.3K	﹤0.01%	698
2021 Q3	–	Sell	-6	Closed	-$436	–	962
2021 Q2	$436	Hold	6	–	–	﹤0.01%	1039
2021 Q1	$410	Hold	6	–	–	﹤0.01%	1068
2020 Q4	$456	Buy	+6	New	+$356	﹤0.01%	1159

Other funds holding COHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bartlett & Co Wealth Management's COHR Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Coherent (COHR) stake by 84% in Q2 2026, buying an estimated $9.55K and bringing the position to 59 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Bartlett & Co Wealth Management first reported a position in COHR in Q4 2020 and has held it in 10 quarters since. The position peaked at $24.9K in Q1 2022. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

Bartlett & Co Wealth Management held 59 shares of Coherent worth $23.3K as of Q2 2026.
Bartlett & Co Wealth Management bought 27 Coherent shares in Q2 2026, an estimated $9.55K.
Coherent made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #863 holding.
Bartlett & Co Wealth Management first reported a position in Coherent in Q4 2020 and has held it in 10 quarters since.
Bartlett & Co Wealth Management's Coherent position peaked at $24.9K in Q1 2022.
1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.