CWP
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Concord Wealth Partners’s Coherent COHR Stock Holding History

Concord Wealth Partners’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 		$166K Buy
+422
New +$149K 0.02% 234
2022
Q3 		– Sell
-36
Closed -$2K – 335
2022
Q2 		$2K Hold
36
– – ﹤0.01% 1000
2022
Q1 		$3K Hold
36
– – ﹤0.01% 1002
2021
Q4 		$2K Hold
36
– – ﹤0.01% 1107
2021
Q3 		$2K Hold
36
– – ﹤0.01% 738
2021
Q2 		$3K Hold
36
– – ﹤0.01% 807
2021
Q1 		$2K Hold
36
– – ﹤0.01% 811
2020
Q4 		$3K Buy
+36
New +$2.13K ﹤0.01% 462

Other funds holding COHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Concord Wealth Partners's COHR Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Coherent (COHR) in Q2 2026: 422 shares worth $166K. The stake represents 0.02% of the portfolio and ranks #234 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in COHR as recently as Q2 2022.

Concord Wealth Partners first reported a position in COHR in Q4 2020 and has held it in 8 quarters since. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Concord Wealth Partners held 422 shares of Coherent worth $166K as of Q2 2026.
  • Coherent was a new Concord Wealth Partners position in Q2 2026.
  • Coherent made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #234 holding.
  • Concord Wealth Partners first reported a position in Coherent in Q4 2020 and has held it in 8 quarters since.
  • 1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.