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Diversify Wealth Management’s Coherent COHR Stock Holding History

Diversify 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
Q2 		$419K Sell
1,543
-165
-10% -$58.4K 0.01% 929
2026
Q1 		$521K Buy
+1,708
New +$391K 0.01% 801

Other funds holding COHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Diversify Wealth Management's COHR Position: Q2 2026 in Review

Diversify Wealth Management reduced its Coherent (COHR) stake by 9.7% in Q2 2026, selling an estimated $58.4K and leaving 1,543 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #929.

Diversify Wealth Management first reported a position in COHR in Q1 2026 and has held it in 2 quarters since. The position peaked at $521K in Q1 2026. 1,315 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Diversify Wealth Management held 1,543 shares of Coherent worth $419K as of Q2 2026.
  • Diversify Wealth Management sold 165 Coherent shares in Q2 2026, an estimated $58.4K.
  • Coherent made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #929 holding.
  • Diversify Wealth Management first reported a position in Coherent in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's Coherent position peaked at $521K in Q1 2026.
  • 1,315 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.