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CreativeOne Wealth’s Coherent COHR Stock Holding History

CreativeOne 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 		– Sell
-4,736
Closed -$874K – 1188
2025
Q4 		$874K Buy
+4,736
New +$708K 0.02% 603
2023
Q2 		– Sell
-6,359
Closed -$243K – 842
2023
Q1 		$243K Sell
6,359
-7
-0.1% -$285 0.01% 697
2022
Q4 		$223K Sell
6,366
-34
-0.5% -$1.18K 0.01% 659
2022
Q3 		$223K Buy
6,400
+250
+4% +$12K 0.01% 642
2022
Q2 		$314K Buy
6,150
+527
+9% +$32.1K 0.02% 541
2022
Q1 		$408K Buy
5,623
+490
+10% +$33.3K 0.02% 487
2021
Q4 		$351K Sell
5,133
-60
-1% -$3.77K 0.02% 555
2021
Q3 		$308K Buy
5,193
+1,375
+36% +$89.8K 0.02% 544
2021
Q2 		$277K Sell
3,818
-488
-11% -$34.3K 0.02% 556
2021
Q1 		$295K Buy
+4,306
New +$353K 0.02% 451

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

CreativeOne Wealth's COHR Position: Q1 2026 in Review

CreativeOne Wealth sold out of Coherent (COHR) in Q1 2026, closing a stake of 4,736 shares — an estimated $874K sold.

CreativeOne Wealth first reported a position in COHR in Q1 2021 and held it in 10 quarters. The position peaked at $874K in Q4 2025. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • CreativeOne Wealth reported no remaining Coherent position as of Q1 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 4,736 Coherent shares in Q1 2026, an estimated $874K.
  • CreativeOne Wealth first reported a position in Coherent in Q1 2021 and held it in 10 quarters.
  • CreativeOne Wealth's Coherent position peaked at $874K in Q4 2025.
  • 1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

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