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Blue Bell Private Wealth Management’s Coherent COHR Stock Holding History

Blue Bell Private 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 		$32K Sell
81
-160
-66% -$56.6K ﹤0.01% 478
2026
Q1 		$57.4K Sell
241
-1,952
-89% -$447K 0.01% 399
2025
Q4 		$405K Buy
2,193
+13
+0.6% +$1.95K 0.06% 180
2025
Q3 		$235K Hold
2,180
– – 0.04% 232
2025
Q2 		$194K Buy
2,180
+45
+2% +$3.24K 0.03% 237
2025
Q1 		$139K Buy
+2,135
New +$177K 0.03% 258

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

Blue Bell Private Wealth Management's COHR Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its Coherent (COHR) stake by 66% in Q2 2026, selling an estimated $56.6K and leaving 81 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Blue Bell Private Wealth Management first reported a position in COHR in Q1 2025 and has held it in 6 quarters since. The position peaked at $405K in Q4 2025. 1,304 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Blue Bell Private Wealth Management held 81 shares of Coherent worth $32K as of Q2 2026.
  • Blue Bell Private Wealth Management sold 160 Coherent shares in Q2 2026, an estimated $56.6K.
  • Coherent made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #478 holding.
  • Blue Bell Private Wealth Management first reported a position in Coherent in Q1 2025 and has held it in 6 quarters since.
  • Blue Bell Private Wealth Management's Coherent position peaked at $405K in Q4 2025.
  • 1,304 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.