CSM Advisors’s Coherent COHR Stock Holding History

CSM Advisors’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	$5.17M	Buy	21,712 +14,865	+217%	+$3.4M	0.13%	184
2025 Q4	$1.26M	Buy	+6,847	New	+$1.02M	0.03%	315

Other funds holding COHR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

CSM Advisors's COHR Position: Q1 2026 in Review

CSM Advisors increased its Coherent (COHR) stake by 217% in Q1 2026, buying an estimated $3.4M and bringing the position to 21,712 shares worth $5.17M. The position accounts for 0.13% of the portfolio, ranked #184.

CSM Advisors first reported a position in COHR in Q4 2025 and has held it in 2 quarters since. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

CSM Advisors held 21,712 shares of Coherent worth $5.17M as of Q1 2026.
CSM Advisors bought 14,865 Coherent shares in Q1 2026, an estimated $3.4M.
Coherent made up 0.13% of CSM Advisors's portfolio in Q1 2026, its #184 holding.
CSM Advisors first reported a position in Coherent in Q4 2025 and has held it in 2 quarters since.
1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.