Cornerstone Planning Group
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Cornerstone Planning Group’s Coherent COHR Stock Holding History

Cornerstone Planning Group’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 		– Sell
-36
Closed -$11.2K – 466
2026
Q2 		$11.2K Buy
36
+2
+6% +$707 ﹤0.01% 859
2026
Q1 		$11.4K Buy
34
+27
+386% +$6.18K ﹤0.01% 857
2025
Q4 		$1.55K Hold
7
– – ﹤0.01% 1248
2025
Q3 		$929 Buy
7
+1
+17% +$100 ﹤0.01% 1334
2025
Q2 		$634 Buy
+6
New +$432 ﹤0.01% 1234
2025
Q1 		– Sell
-6
Closed -$488 – 1585
2024
Q4 		$488 Hold
6
– – ﹤0.01% 1148
2024
Q3 		$591 Buy
+6
New +$448 ﹤0.01% 1049

Other funds holding COHR

Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Norris Perne & French
Norris Perne & French Grand Rapids, Michigan $2.29B AUM 28.29% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
North Growth Management
North Growth Management Vancouver, British Columbia, Canada $743M AUM 74.29% 1-Year Est. Return
Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

Cornerstone Planning Group's COHR Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Coherent (COHR) in Q3 2026, closing a stake of 36 shares — an estimated $11.2K sold.

Cornerstone Planning Group first reported a position in COHR in Q3 2024 and held it in 7 quarters. The position peaked at $11.4K in Q1 2026. 271 funds tracked by Wall St. Rank hold COHR as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Coherent position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 36 Coherent shares in Q3 2026, an estimated $11.2K.
  • Cornerstone Planning Group first reported a position in Coherent in Q3 2024 and held it in 7 quarters.
  • Cornerstone Planning Group's Coherent position peaked at $11.4K in Q1 2026.
  • 271 funds tracked by Wall St. Rank held Coherent as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.