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Crestwood Advisors Group’s Coherent COHR Stock Holding History

Crestwood Advisors 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 		$356K Buy
+903
New +$319K 0.01% 616
2022
Q1 		– Sell
-4,150
Closed -$284K – 294
2021
Q4 		$284K Buy
+4,150
New +$261K 0.01% 256

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 $3.38T AUM 44.17% 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

Crestwood Advisors Group's COHR Position: Q2 2026 in Review

Crestwood Advisors Group opened a new position in Coherent (COHR) in Q2 2026: 903 shares worth $356K. The stake represents 0.01% of the portfolio and ranks #616 among its holdings. This is a return to the name: Crestwood Advisors Group previously reported a position in COHR as recently as Q4 2021.

Crestwood Advisors Group first reported a position in COHR in Q4 2021 and has held it in 2 quarters since. 1,315 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Crestwood Advisors Group held 903 shares of Coherent worth $356K as of Q2 2026.
  • Coherent was a new Crestwood Advisors Group position in Q2 2026.
  • Coherent made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #616 holding.
  • Crestwood Advisors Group first reported a position in Coherent in Q4 2021 and has held it in 2 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.