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Congress Wealth Management’s Coherent COHR Stock Holding History

Congress Wealth Management’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
2025
Q2 		$5.34M Buy
59,806
+31,389
+110% +$2.26M 0.05% 367
2025
Q1 		$1.85M Buy
28,417
+302
+1% +$25K 0.02% 509
2024
Q4 		$2.66M Sell
28,115
-34,762
-55% -$3.48M 0.04% 371
2024
Q3 		$5.59M Buy
62,877
+21,365
+51% +$1.6M 0.07% 278
2024
Q2 		$3.01M Buy
+41,512
New +$2.5M 0.05% 304

Other funds holding COHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Congress Wealth Management's COHR Position: Q2 2025 in Review

Congress Wealth Management increased its Coherent (COHR) stake by 110% in Q2 2025, buying an estimated $2.26M and bringing the position to 59,806 shares worth $5.34M. The position accounts for 0.05% of the portfolio, ranked #367.

Congress Wealth Management first reported a position in COHR in Q2 2024 and has held it in 5 quarters since. The position peaked at $5.59M in Q3 2024. 645 funds tracked by Wall St. Rank hold COHR as of Q2 2025.

  • Congress Wealth Management held 59,806 shares of Coherent worth $5.34M as of Q2 2025.
  • Congress Wealth Management bought 31,389 Coherent shares in Q2 2025, an estimated $2.26M.
  • Coherent made up 0.05% of Congress Wealth Management's portfolio in Q2 2025, its #367 holding.
  • Congress Wealth Management first reported a position in Coherent in Q2 2024 and has held it in 5 quarters since.
  • Congress Wealth Management's Coherent position peaked at $5.59M in Q3 2024.
  • 645 funds tracked by Wall St. Rank held Coherent as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.