Capstone Investment Advisors
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Capstone Investment Advisors’s Coherent COHR Stock Holding History

Capstone Investment 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 		$415K Buy
+1,741
New +$399K ﹤0.01% 1225
2025
Q4 		– Sell
-2,060
Closed -$222K – 1667
2025
Q3 		$222K Sell
2,060
-931
-31% -$92.8K ﹤0.01% 1780
2025
Q2 		$267K Buy
+2,991
New +$215K ﹤0.01% 1443
2025
Q1 		– Sell
-3,490
Closed -$331K – 1440
2024
Q4 		$331K Buy
+3,490
New +$349K ﹤0.01% 1455
2024
Q2 		– Sell
-10,906
Closed -$661K – 2146
2024
Q1 		$661K Buy
+10,906
New +$598K ﹤0.01% 1400
2016
Q3 		– Sell
-12,058
Closed -$226K – 764
2016
Q2 		$226K Buy
+12,058
New +$246K ﹤0.01% 609

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

Capstone Investment Advisors's COHR Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in Coherent (COHR) in Q1 2026: 1,741 shares worth $415K. The stake represents ﹤0.01% of the portfolio and ranks #1225 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in COHR as recently as Q3 2025.

Capstone Investment Advisors first reported a position in COHR in Q2 2016 and has held it in 6 quarters since. The position peaked at $661K in Q1 2024. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • Capstone Investment Advisors held 1,741 shares of Coherent worth $415K as of Q1 2026.
  • Coherent was a new Capstone Investment Advisors position in Q1 2026.
  • Coherent made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1225 holding.
  • Capstone Investment Advisors first reported a position in Coherent in Q2 2016 and has held it in 6 quarters since.
  • Capstone Investment Advisors's Coherent position peaked at $661K in Q1 2024.
  • 1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.