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Davenport & Co’s Cohu COHU Stock Holding History

Davenport & Co’s Portfolio COHU Stock Details COHU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.3M Buy
301,309
+40,066
+15% +$2M 0.11% 163
2026
Q1 		$8M Buy
+261,243
New +$7.67M 0.04% 269

Other funds holding COHU

AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Davenport & Co's COHU Position: Q2 2026 in Review

Davenport & Co increased its Cohu (COHU) stake by 15% in Q2 2026, buying an estimated $2M and bringing the position to 301,309 shares worth $22.3M. The position accounts for 0.11% of the portfolio, ranked #163.

Davenport & Co first reported a position in COHU in Q1 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold COHU as of Q2 2026.

  • Davenport & Co held 301,309 shares of Cohu worth $22.3M as of Q2 2026.
  • Davenport & Co bought 40,066 Cohu shares in Q2 2026, an estimated $2M.
  • Cohu made up 0.11% of Davenport & Co's portfolio in Q2 2026, its #163 holding.
  • Davenport & Co first reported a position in Cohu in Q1 2026 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held Cohu as of Q2 2026.

Based on Davenport & Co's 13F filing for Q2 2026, filed 13 Jul 2026.