Curi RMB Capital’s Coherent COHR Stock Holding History

Curi RMB Capital’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	$213K	Buy	+894	New	+$205K	﹤0.01%	816
2022 Q1	–	Sell	-17,831	Closed	-$1.22M	–	443
2021 Q4	$1.22M	Sell	17,831 -5,353	-23%	-$337K	0.04%	253
2021 Q3	$1.38M	Sell	23,184 -609	-3%	-$39.8K	0.05%	234
2021 Q2	$1.73M	Buy	23,793 +4,846	+26%	+$341K	0.06%	223
2021 Q1	$1.29M	Buy	+18,947	New	+$1.55M	0.05%	232
2018 Q1	–	Sell	-141,056	Closed	-$6.62M	–	915
2017 Q4	$6.62M	Sell	141,056 -11,872	-8%	-$533K	0.17%	169
2017 Q3	$6.29M	Sell	152,928 -280	-0.2%	-$10.4K	0.16%	191
2017 Q2	$5.25M	Buy	+153,208	New	+$4.96M	0.15%	205

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

Curi RMB Capital's COHR Position: Q1 2026 in Review

Curi RMB Capital opened a new position in Coherent (COHR) in Q1 2026: 894 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #816 among its holdings. This is a return to the name: Curi RMB Capital previously reported a position in COHR as recently as Q4 2021.

Curi RMB Capital first reported a position in COHR in Q2 2017 and has held it in 8 quarters since. The position peaked at $6.62M in Q4 2017. 1,101 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

Curi RMB Capital held 894 shares of Coherent worth $213K as of Q1 2026.
Coherent was a new Curi RMB Capital position in Q1 2026.
Coherent made up ﹤0.01% of Curi RMB Capital's portfolio in Q1 2026, its #816 holding.
Curi RMB Capital first reported a position in Coherent in Q2 2017 and has held it in 8 quarters since.
Curi RMB Capital's Coherent position peaked at $6.62M in Q4 2017.
1,101 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.