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Dakota Wealth Management’s Coherent COHR Stock Holding History

Dakota Wealth Management’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 		$705K Buy
2,960
+1,687
+133% +$386K 0.02% 470
2025
Q4 		$235K Buy
+1,273
New +$190K ﹤0.01% 702
2022
Q3 		– Sell
-4,709
Closed -$239K – 578
2022
Q2 		$239K Buy
+4,709
New +$287K 0.02% 412

Other funds holding COHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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

Dakota Wealth Management's COHR Position: Q1 2026 in Review

Dakota Wealth Management increased its Coherent (COHR) stake by 133% in Q1 2026, buying an estimated $386K and bringing the position to 2,960 shares worth $705K. The position accounts for 0.02% of the portfolio, ranked #470.

Dakota Wealth Management first reported a position in COHR in Q2 2022 and has held it in 3 quarters since. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • Dakota Wealth Management held 2,960 shares of Coherent worth $705K as of Q1 2026.
  • Dakota Wealth Management bought 1,687 Coherent shares in Q1 2026, an estimated $386K.
  • Coherent made up 0.02% of Dakota Wealth Management's portfolio in Q1 2026, its #470 holding.
  • Dakota Wealth Management first reported a position in Coherent in Q2 2022 and has held it in 3 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.