CW
COHR icon

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
Q2 		$209K Buy
+531
New +$188K ﹤0.01% 1138
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

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

CreativeOne Wealth's COHR Position: Q2 2026 in Review

CreativeOne Wealth opened a new position in Coherent (COHR) in Q2 2026: 531 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #1138 among its holdings. This is a return to the name: CreativeOne Wealth previously reported a position in COHR as recently as Q4 2025.

CreativeOne Wealth first reported a position in COHR in Q1 2021 and has held it in 11 quarters since. The position peaked at $874K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • CreativeOne Wealth held 531 shares of Coherent worth $209K as of Q2 2026.
  • Coherent was a new CreativeOne Wealth position in Q2 2026.
  • Coherent made up ﹤0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1138 holding.
  • CreativeOne Wealth first reported a position in Coherent in Q1 2021 and has held it in 11 quarters since.
  • CreativeOne Wealth's Coherent position peaked at $874K in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.