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Cetera Trust Company’s Coherent COHR Stock Holding History

Cetera Trust Company’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 		$1.14M Sell
4,785
-50
-1% -$11.4K 0.64% 44
2025
Q4 		$892K Sell
4,835
-425
-8% -$63.6K 0.48% 48
2025
Q3 		$567K Hold
5,260
– – 0.32% 63
2025
Q2 		$469K Buy
5,260
+300
+6% +$21.6K 0.28% 67
2025
Q1 		$322K Hold
4,960
– – 0.21% 89
2024
Q4 		$470K Sell
4,960
-400
-7% -$40K 0.31% 59
2024
Q3 		$477K Hold
5,360
– – 0.29% 63
2024
Q2 		$388K Buy
5,360
+100
+2% +$6.01K 0.24% 66
2024
Q1 		$319K Buy
5,260
+200
+4% +$11K 0.19% 90
2023
Q4 		$220K Buy
+5,060
New +$182K 0.14% 139

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

Cetera Trust Company's COHR Position: Q1 2026 in Review

Cetera Trust Company reduced its Coherent (COHR) stake by 1% in Q1 2026, selling an estimated $11.4K and leaving 4,785 shares worth $1.14M. The position accounts for 0.64% of the portfolio, ranked #44.

Cetera Trust Company first reported a position in COHR in Q4 2023 and has held it in 10 quarters since. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • Cetera Trust Company held 4,785 shares of Coherent worth $1.14M as of Q1 2026.
  • Cetera Trust Company sold 50 Coherent shares in Q1 2026, an estimated $11.4K.
  • Coherent made up 0.64% of Cetera Trust Company's portfolio in Q1 2026, its #44 holding.
  • Cetera Trust Company first reported a position in Coherent in Q4 2023 and has held it in 10 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.