Center for Financial Planning’s Coherent COHR Stock Holding History

Center for Financial Planning’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	$158K	Sell	400 -100	-20%	-$35.4K	0.01%	195
2026 Q1	$119K	Hold	500	–	–	0.01%	213
2025 Q4	$92.3K	Hold	500	–	–	0.01%	239
2025 Q3	$53.9K	Hold	500	–	–	0.01%	293
2025 Q2	$44.6K	Hold	500	–	–	0.01%	307
2025 Q1	$32.5K	Hold	500	–	–	﹤0.01%	336
2024 Q4	$47.4K	Hold	500	–	–	0.01%	276
2024 Q3	$44.5K	Hold	500	–	–	0.01%	270
2024 Q2	$36.2K	Hold	500	–	–	0.01%	276
2024 Q1	$30.3K	Hold	500	–	–	﹤0.01%	290
2023 Q4	$21.8K	Sell	500 -500	-50%	-$18K	﹤0.01%	301
2023 Q3	$32.6K	Hold	1,000	–	–	0.01%	254
2023 Q2	$51K	Hold	1,000	–	–	0.01%	229
2023 Q1	$38.1K	Hold	1,000	–	–	0.01%	244
2022 Q4	$35.1K	Hold	1,000	–	–	0.01%	250
2022 Q3	$35K	Hold	1,000	–	–	0.01%	239
2022 Q2	$51K	Hold	1,000	–	–	0.01%	215
2022 Q1	$72K	Hold	1,000	–	–	0.01%	199
2021 Q4	$68K	Hold	1,000	–	–	0.01%	202
2021 Q3	$59K	Hold	1,000	–	–	0.01%	205
2021 Q2	$73K	Hold	1,000	–	–	0.02%	185
2021 Q1	$68K	Hold	1,000	–	–	0.02%	188
2020 Q4	$76K	Hold	1,000	–	–	0.02%	166
2020 Q3	$41K	Hold	1,000	–	–	0.01%	201
2020 Q2	$47K	Hold	1,000	–	–	0.02%	188
2020 Q1	$29K	Hold	1,000	–	–	0.01%	219
2019 Q4	$34K	Buy	+1,000	New	+$31.9K	0.01%	220

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 $3.37T AUM 44.26% 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

Center for Financial Planning's COHR Position: Q2 2026 in Review

Center for Financial Planning reduced its Coherent (COHR) stake by 20% in Q2 2026, selling an estimated $35.4K and leaving 400 shares worth $158K. The position accounts for 0.01% of the portfolio, ranked #195.

Center for Financial Planning first reported a position in COHR in Q4 2019 and has held it in 27 quarters since. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

Center for Financial Planning held 400 shares of Coherent worth $158K as of Q2 2026.
Center for Financial Planning sold 100 Coherent shares in Q2 2026, an estimated $35.4K.
Coherent made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #195 holding.
Center for Financial Planning first reported a position in Coherent in Q4 2019 and has held it in 27 quarters since.
1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.