Bogart Wealth LLC’s Coherent COHR Stock Holding History

Bogart Wealth LLC’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	$16.2K	Buy	41 +11	+37%	+$3.89K	﹤0.01%	851
2026 Q1	$7.15K	Buy	30 +6	+25%	+$1.37K	﹤0.01%	975
2025 Q4	$4.43K	Hold	24	–	–	﹤0.01%	1028
2025 Q3	$2.58K	Sell	24 -130	-84%	-$13K	﹤0.01%	1103
2025 Q2	$13.7K	Buy	154 +9	+6%	+$648	﹤0.01%	718
2025 Q1	$9.42K	Buy	145 +130	+867%	+$10.8K	﹤0.01%	768
2024 Q4	$1.42K	Hold	15	–	–	﹤0.01%	1162
2024 Q3	$1.33K	Hold	15	–	–	﹤0.01%	1008
2024 Q2	$1.09K	Hold	15	–	–	﹤0.01%	999
2024 Q1	$909	Hold	15	–	–	﹤0.01%	977
2023 Q4	$653	Hold	15	–	–	﹤0.01%	986
2023 Q3	$490	Hold	15	–	–	﹤0.01%	1010
2023 Q2	$765	Hold	15	–	–	﹤0.01%	960
2023 Q1	$571	Hold	15	–	–	﹤0.01%	1028
2022 Q4	$527	Buy	+15	New	+$522	﹤0.01%	914

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's COHR Position: Q2 2026 in Review

Bogart Wealth LLC increased its Coherent (COHR) stake by 37% in Q2 2026, buying an estimated $3.89K and bringing the position to 41 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Bogart Wealth LLC first reported a position in COHR in Q4 2022 and has held it in 15 quarters since. 1,315 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

Bogart Wealth LLC held 41 shares of Coherent worth $16.2K as of Q2 2026.
Bogart Wealth LLC bought 11 Coherent shares in Q2 2026, an estimated $3.89K.
Coherent made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #851 holding.
Bogart Wealth LLC first reported a position in Coherent in Q4 2022 and has held it in 15 quarters since.
1,315 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.