Curio Wealth’s Coherent COHR Stock Holding History

Curio 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	–	Sell	-4	Closed	-$953	–	292
2026 Q1	$953	Buy	+4	New	+$916	﹤0.01%	389

Other funds holding COHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Curio Wealth's COHR Position: Q2 2026 in Review

Curio Wealth sold out of Coherent (COHR) in Q2 2026, closing a stake of 4 shares — an estimated $953 sold.

Curio Wealth first reported a position in COHR in Q1 2026 and held it in 1 quarter. The position peaked at $953 in Q1 2026. 1,309 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

Curio Wealth reported no remaining Coherent position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 4 Coherent shares in Q2 2026, an estimated $953.
Curio Wealth first reported a position in Coherent in Q1 2026 and held it in 1 quarter.
Curio Wealth's Coherent position peaked at $953 in Q1 2026.
1,309 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.