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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
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

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

Cornerstone Planning Group's COHR Position: Q2 2026 in Review

Cornerstone Planning Group increased its Coherent (COHR) stake by 5.9% in Q2 2026, buying an estimated $707 and bringing the position to 36 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Cornerstone Planning Group first reported a position in COHR in Q3 2024 and has held it in 7 quarters since. The position peaked at $11.4K in Q1 2026. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Cornerstone Planning Group held 36 shares of Coherent worth $11.2K as of Q2 2026.
  • Cornerstone Planning Group bought 2 Coherent shares in Q2 2026, an estimated $707.
  • Coherent made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #859 holding.
  • Cornerstone Planning Group first reported a position in Coherent in Q3 2024 and has held it in 7 quarters since.
  • Cornerstone Planning Group's Coherent position peaked at $11.4K in Q1 2026.
  • 1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.