Creative Planning’s Coherent COHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.2M | Buy |
41,035
+6,764
| +20% | +$2.39M | 0.01% | 599 |
|
|
2026
Q1 | $8.16M | Buy |
34,271
+7,658
| +29% | +$1.75M | 0.01% | 826 |
|
|
2025
Q4 | $4.91M | Buy |
26,613
+5,871
| +28% | +$878K | ﹤0.01% | 1020 |
|
|
2025
Q3 | $2.23M | Sell |
20,742
-97,676
| -82% | -$9.74M | ﹤0.01% | 1457 |
|
|
2025
Q2 | $10.6M | Buy |
118,418
+103,687
| +704% | +$7.46M | 0.01% | 505 |
|
|
2025
Q1 | $957K | Buy |
14,731
+1,984
| +16% | +$164K | ﹤0.01% | 1757 |
|
|
2024
Q4 | $1.21M | Buy |
12,747
+1,410
| +12% | +$141K | ﹤0.01% | 1497 |
|
|
2024
Q3 | $1.01M | Buy |
11,337
+3,656
| +48% | +$273K | ﹤0.01% | 1503 |
|
|
2024
Q2 | $557K | Buy |
7,681
+990
| +15% | +$59.5K | ﹤0.01% | 1857 |
|
|
2024
Q1 | $406K | Sell |
6,691
-864
| -11% | -$47.4K | ﹤0.01% | 2015 |
|
|
2023
Q4 | $329K | Buy |
7,555
+6,935
| +1,119% | +$250K | ﹤0.01% | 2021 |
|
|
2023
Q3 | $20.2K | Sell |
620
-4,805
| -89% | -$197K | ﹤0.01% | 2591 |
|
|
2023
Q2 | $277K | Buy |
+5,425
| New | +$201K | ﹤0.01% | 1964 |
|
|
2021
Q3 | – | Sell |
-4,247
| Closed | -$308K | – | 2137 |
|
|
2021
Q2 | $308K | Sell |
4,247
-1,065
| -20% | -$75K | ﹤0.01% | 1548 |
|
|
2021
Q1 | $363K | Buy |
5,312
+547
| +11% | +$44.9K | ﹤0.01% | 1659 |
|
|
2020
Q4 | $362K | Buy |
+4,765
| New | +$282K | ﹤0.01% | 1505 |
|
|
2020
Q3 | – | Sell |
-4,530
| Closed | -$214K | – | 2170 |
|
|
2020
Q2 | $214K | Buy |
+4,530
| New | +$180K | ﹤0.01% | 1490 |
|
|
2017
Q3 | – | Sell |
-1,316
| Closed | -$45K | – | 2230 |
|
|
2017
Q2 | $45K | Hold |
1,316
| – | – | ﹤0.01% | 2593 |
|
|
2017
Q1 | $47K | Sell |
1,316
-230
| -15% | -$8.12K | ﹤0.01% | 2518 |
|
|
2016
Q4 | $46K | Buy |
1,546
+397
| +35% | +$11.3K | ﹤0.01% | 2444 |
|
|
2016
Q3 | $28K | Hold |
1,149
| – | – | ﹤0.01% | 2790 |
|
|
2016
Q2 | $22K | Sell |
1,149
-491
| -30% | -$10K | ﹤0.01% | 2718 |
|
|
2016
Q1 | $36K | Buy |
1,640
+300
| +22% | +$5.96K | ﹤0.01% | 2322 |
|
|
2015
Q4 | $25K | Sell |
1,340
-600
| -31% | -$10.8K | ﹤0.01% | 2670 |
|
|
2015
Q3 | $31K | Buy |
+1,940
| New | +$33.4K | ﹤0.01% | 2394 |
|
|
2015
Q2 | – | Sell |
-1,940
| Closed | -$36K | – | 1449 |
|
|
2015
Q1 | $36K | Hold |
1,940
| – | – | ﹤0.01% | 2246 |
|
|
2014
Q4 | $26K | Hold |
1,940
| – | – | ﹤0.01% | 2464 |
|
|
2014
Q3 | $23K | Buy |
1,940
+1,340
| +223% | +$18.2K | ﹤0.01% | 2445 |
|
|
2014
Q2 | $9K | Hold |
600
| – | – | ﹤0.01% | 2921 |
|
|
2014
Q1 | $9K | Hold |
600
| – | – | ﹤0.01% | 2794 |
|
|
2013
Q4 | $11K | Hold |
600
| – | – | ﹤0.01% | 2511 |
|
|
2013
Q3 | $11K | Sell |
600
-100
| -14% | -$1.86K | ﹤0.01% | 2399 |
|
|
2013
Q2 | $11K | Buy |
+700
| New | +$11.5K | ﹤0.01% | 2215 |
|
Other funds holding COHR
NC
Creative Planning's COHR Position: Q2 2026 in Review
Creative Planning increased its Coherent (COHR) stake by 20% in Q2 2026, buying an estimated $2.39M and bringing the position to 41,035 shares worth $16.2M. The position accounts for 0.01% of the portfolio, ranked #599.
Creative Planning first reported a position in COHR in Q2 2013 and has held it in 33 quarters since. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.
- Creative Planning held 41,035 shares of Coherent worth $16.2M as of Q2 2026.
- Creative Planning bought 6,764 Coherent shares in Q2 2026, an estimated $2.39M.
- Coherent made up 0.01% of Creative Planning's portfolio in Q2 2026, its #599 holding.
- Creative Planning first reported a position in Coherent in Q2 2013 and has held it in 33 quarters since.
- 1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.