Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Coherent COHR Stock Holding History

Carson Wealth (CWM 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
Q1 		$952K Buy
3,995
+893
+29% +$204K ﹤0.01% 1565
2025
Q4 		$573K Sell
3,102
-1,410
-31% -$211K ﹤0.01% 1833
2025
Q3 		$486K Buy
4,512
+2,048
+83% +$204K ﹤0.01% 1823
2025
Q2 		$220K Sell
2,464
-184
-7% -$13.2K ﹤0.01% 2095
2025
Q1 		$172K Sell
2,648
-90
-3% -$7.46K ﹤0.01% 2030
2024
Q4 		$259K Sell
2,738
-33
-1% -$3.3K ﹤0.01% 1677
2024
Q3 		$246K Buy
2,771
+57
+2% +$4.26K ﹤0.01% 1647
2024
Q2 		$197K Buy
2,714
+482
+22% +$29K ﹤0.01% 1594
2024
Q1 		$135K Buy
2,232
+1,231
+123% +$67.5K ﹤0.01% 1707
2023
Q4 		$44K Sell
1,001
-122
-11% -$4.4K ﹤0.01% 2244
2023
Q3 		$37K Buy
1,123
+376
+50% +$15.4K ﹤0.01% 2262
2023
Q2 		$38K Sell
747
-416
-36% -$15.4K ﹤0.01% 2179
2023
Q1 		$44K Sell
1,163
-6
-0.5% -$244 ﹤0.01% 1942
2022
Q4 		$41K Sell
1,169
-2,217
-65% -$77.1K ﹤0.01% 1855
2022
Q3 		$118K Buy
3,386
+1,298
+62% +$62.2K ﹤0.01% 1269
2022
Q2 		$106K Buy
2,088
+731
+54% +$44.6K ﹤0.01% 1297
2022
Q1 		$98K Buy
1,357
+59
+5% +$4.01K ﹤0.01% 1330
2021
Q4 		$89K Buy
+1,298
New +$81.6K ﹤0.01% 1335
2021
Q2 		$128K Hold
1,767
– – ﹤0.01% 1048
2021
Q1 		$128K Hold
1,767
– – ﹤0.01% 1048
2020
Q4 		$128K Hold
1,767
– – ﹤0.01% 1048
2020
Q3 		$128K Hold
1,767
– – ﹤0.01% 1048
2020
Q2 		$128K Hold
1,767
– – ﹤0.01% 1048
2020
Q1 		$128K Hold
1,767
– – ﹤0.01% 1048
2019
Q4 		$128K Hold
1,767
– – ﹤0.01% 1048
2019
Q3 		$128K Hold
1,767
– – ﹤0.01% 1048
2019
Q2 		$128K Hold
1,767
– – ﹤0.01% 1048
2019
Q1 		$128K Buy
+1,767
New +$65.3K ﹤0.01% 1048
2018
Q3 		– Sell
-10
Closed – – 1855
2018
Q2 		$0 Buy
+10
New +$441 ﹤0.01% 1696

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

Carson Wealth (CWM LLC)'s COHR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Coherent (COHR) stake by 29% in Q1 2026, buying an estimated $204K and bringing the position to 3,995 shares worth $952K. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

Carson Wealth (CWM LLC) first reported a position in COHR in Q2 2018 and has held it in 29 quarters since. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,995 shares of Coherent worth $952K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 893 Coherent shares in Q1 2026, an estimated $204K.
  • Coherent made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1565 holding.
  • Carson Wealth (CWM LLC) first reported a position in Coherent in Q2 2018 and has held it in 29 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.