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Capital A Wealth Management’s Coherent COHR Stock Holding History

Capital A 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
2025
Q2 		– Sell
-4,053
Closed -$263K – 514
2025
Q1 		$263K Sell
4,053
-670
-14% -$55.5K 0.28% 47
2024
Q4 		$447K Buy
+4,723
New +$473K 0.74% 29

Other funds holding COHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital A Wealth Management's COHR Position: Q2 2025 in Review

Capital A Wealth Management sold out of Coherent (COHR) in Q2 2025, closing a stake of 4,053 shares — an estimated $263K sold.

Capital A Wealth Management first reported a position in COHR in Q4 2024 and held it in 2 quarters. The position peaked at $447K in Q4 2024. 645 funds tracked by Wall St. Rank hold COHR as of Q2 2025.

  • Capital A Wealth Management reported no remaining Coherent position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 4,053 Coherent shares in Q2 2025, an estimated $263K.
  • Capital A Wealth Management first reported a position in Coherent in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Coherent position peaked at $447K in Q4 2024.
  • 645 funds tracked by Wall St. Rank held Coherent as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.