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Cornerstone Wealth Management’s Coherent COHR Stock Holding History

Cornerstone 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
2026
Q3 		$217K Buy
755
+205
+37% +$61.6K 0.01% 705
2026
Q2 		$217K Buy
+550
New +$195K 0.01% 700

Other funds holding COHR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Cornerstone Wealth Management's COHR Position: Q3 2026 in Review

Cornerstone Wealth Management increased its Coherent (COHR) stake by 37% in Q3 2026, buying an estimated $61.6K and bringing the position to 755 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #705.

Cornerstone Wealth Management first reported a position in COHR in Q2 2026 and has held it in 2 quarters since. 616 funds tracked by Wall St. Rank hold COHR as of Q3 2026.

  • Cornerstone Wealth Management held 755 shares of Coherent worth $217K as of Q3 2026.
  • Cornerstone Wealth Management bought 205 Coherent shares in Q3 2026, an estimated $61.6K.
  • Coherent made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #705 holding.
  • Cornerstone Wealth Management first reported a position in Coherent in Q2 2026 and has held it in 2 quarters since.
  • 616 funds tracked by Wall St. Rank held Coherent as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.