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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
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

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

Beacon Pointe Advisors's COHR Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Coherent (COHR) stake by 6.1% in Q1 2026, buying an estimated $354K and bringing the position to 26,826 shares worth $6.39M. The position accounts for 0.03% of the portfolio, ranked #419.

Beacon Pointe 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.

  • Beacon Pointe Advisors held 26,826 shares of Coherent worth $6.39M as of Q1 2026.
  • Beacon Pointe Advisors bought 1,548 Coherent shares in Q1 2026, an estimated $354K.
  • Coherent made up 0.03% of Beacon Pointe Advisors's portfolio in Q1 2026, its #419 holding.
  • Beacon Pointe 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 Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.