CA
COHR icon

Clearstead Advisors’s Coherent COHR Stock Holding History

Clearstead 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 		$10K Sell
42
-2,995
-99% -$686K ﹤0.01% 1594
2025
Q4 		$561K Buy
3,037
+315
+12% +$47.1K 0.01% 623
2025
Q3 		$293K Sell
2,722
-113
-4% -$11.3K ﹤0.01% 787
2025
Q2 		$253K Buy
2,835
+2,763
+3,838% +$199K ﹤0.01% 824
2025
Q1 		$4.68K Sell
72
-2,395
-97% -$198K ﹤0.01% 1765
2024
Q4 		$234K Buy
2,467
+72
+3% +$7.2K ﹤0.01% 812
2024
Q3 		$213K Buy
2,395
+1,795
+299% +$134K ﹤0.01% 839
2024
Q2 		$43.5K Sell
600
-125
-17% -$7.51K ﹤0.01% 1198
2024
Q1 		$39.4K Buy
+725
New +$39.8K ﹤0.01% 827
2022
Q2 		– Sell
-4,238
Closed -$307K – 1307
2022
Q1 		$307K Buy
+4,238
New +$288K 0.02% 343

Other funds holding COHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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