DAS
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Diversify Advisory Services’s Coherent COHR Stock Holding History

Diversify Advisory Services’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 		$291K Sell
954
-202
-17% -$46.3K 0.04% 169
2025
Q4 		$221K Buy
+1,156
New +$173K 0.01% 837

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

Diversify Advisory Services's COHR Position: Q1 2026 in Review

Diversify Advisory Services reduced its Coherent (COHR) stake by 17% in Q1 2026, selling an estimated $46.3K and leaving 954 shares worth $291K. The position accounts for 0.04% of the portfolio, ranked #169.

Diversify Advisory Services 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.

  • Diversify Advisory Services held 954 shares of Coherent worth $291K as of Q1 2026.
  • Diversify Advisory Services sold 202 Coherent shares in Q1 2026, an estimated $46.3K.
  • Coherent made up 0.04% of Diversify Advisory Services's portfolio in Q1 2026, its #169 holding.
  • Diversify Advisory Services 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 Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.