Clearstead Advisors
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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
Q3 		$933K Buy
3,241
+344
+12% +$103K 0.01% 574
2026
Q2 		$1.14M Buy
2,897
+2,855
+6,798% +$1.01M 0.01% 515
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% -$7.52K ﹤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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Clearstead Advisors's COHR Position: Q3 2026 in Review

Clearstead Advisors increased its Coherent (COHR) stake by 12% in Q3 2026, buying an estimated $103K and bringing the position to 3,241 shares worth $933K. The position accounts for 0.01% of the portfolio, ranked #574.

Clearstead Advisors first reported a position in COHR in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.14M in Q2 2026. 616 funds tracked by Wall St. Rank hold COHR as of Q3 2026.

  • Clearstead Advisors held 3,241 shares of Coherent worth $933K as of Q3 2026.
  • Clearstead Advisors bought 344 Coherent shares in Q3 2026, an estimated $103K.
  • Coherent made up 0.01% of Clearstead Advisors's portfolio in Q3 2026, its #574 holding.
  • Clearstead Advisors first reported a position in Coherent in Q1 2022 and has held it in 12 quarters since.
  • Clearstead Advisors's Coherent position peaked at $1.14M in Q2 2026.
  • 616 funds tracked by Wall St. Rank held Coherent as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.