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Beacon Pointe Advisors’s Coherent COHR Stock Holding History

Beacon Pointe 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 		$4.98M Sell
12,623
-14,203
-53% -$5.02M 0.02% 508
2026
Q1 		$6.39M Buy
26,826
+1,548
+6% +$354K 0.03% 419
2025
Q4 		$4.67M Buy
25,278
+516
+2% +$77.2K 0.03% 396
2025
Q3 		$2.67M Buy
+24,762
New +$2.47M 0.02% 481

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

Beacon Pointe Advisors's COHR Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Coherent (COHR) stake by 53% in Q2 2026, selling an estimated $5.02M and leaving 12,623 shares worth $4.98M. The position accounts for 0.02% of the portfolio, ranked #508.

Beacon Pointe Advisors first reported a position in COHR in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.39M in Q1 2026. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Beacon Pointe Advisors held 12,623 shares of Coherent worth $4.98M as of Q2 2026.
  • Beacon Pointe Advisors sold 14,203 Coherent shares in Q2 2026, an estimated $5.02M.
  • Coherent made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #508 holding.
  • Beacon Pointe Advisors first reported a position in Coherent in Q3 2025 and has held it in 4 quarters since.
  • Beacon Pointe Advisors's Coherent position peaked at $6.39M in Q1 2026.
  • 1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.