Corient Private Wealth
COHR icon

Corient Private Wealth’s Coherent COHR Stock Holding History

Corient Private Wealth’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 		$2.04M Sell
8,569
-4,713
-35% -$1.08M ﹤0.01% 1255
2025
Q4 		$2.44M Buy
13,282
+7,740
+140% +$1.16M ﹤0.01% 1418
2025
Q3 		$597K Buy
5,542
+1,615
+41% +$161K ﹤0.01% 1701
2025
Q2 		$350K Sell
3,927
-5,523
-58% -$397K ﹤0.01% 1903
2025
Q1 		$614K Buy
9,450
+3,286
+53% +$272K ﹤0.01% 1500
2024
Q4 		$584K Sell
6,164
-406
-6% -$40.6K ﹤0.01% 1531
2024
Q3 		$584K Buy
6,570
+3,292
+100% +$246K ﹤0.01% 1654
2024
Q2 		$238K Buy
+3,278
New +$197K ﹤0.01% 2035

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

Corient Private Wealth's COHR Position: Q1 2026 in Review

Corient Private Wealth reduced its Coherent (COHR) stake by 35% in Q1 2026, selling an estimated $1.08M and leaving 8,569 shares worth $2.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

Corient Private Wealth first reported a position in COHR in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.44M in Q4 2025. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • Corient Private Wealth held 8,569 shares of Coherent worth $2.04M as of Q1 2026.
  • Corient Private Wealth sold 4,713 Coherent shares in Q1 2026, an estimated $1.08M.
  • Coherent made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1255 holding.
  • Corient Private Wealth first reported a position in Coherent in Q2 2024 and has held it in 8 quarters since.
  • Corient Private Wealth's Coherent position peaked at $2.44M in Q4 2025.
  • 1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.