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Cape Investment Advisory’s Coherent COHR Stock Holding History

Cape Investment Advisory’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 		$13.8K Buy
+35
New +$12.4K ﹤0.01% 790
2025
Q1 		– Sell
-35
Closed -$3.32K – 1150
2024
Q4 		$3.32K Buy
+35
New +$3.5K ﹤0.01% 817

Other funds holding COHR

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
NGM
North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Cape Investment Advisory's COHR Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Coherent (COHR) in Q2 2026: 35 shares worth $13.8K. The stake represents ﹤0.01% of the portfolio and ranks #790 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in COHR as recently as Q4 2024.

Cape Investment Advisory first reported a position in COHR in Q4 2024 and has held it in 2 quarters since. 309 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Cape Investment Advisory held 35 shares of Coherent worth $13.8K as of Q2 2026.
  • Coherent was a new Cape Investment Advisory position in Q2 2026.
  • Coherent made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #790 holding.
  • Cape Investment Advisory first reported a position in Coherent in Q4 2024 and has held it in 2 quarters since.
  • 309 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.