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Dogwood Wealth Management’s Coherent COHR Stock Holding History

Dogwood 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 		$17.4K Buy
44
+14
+47% +$4.95K 0.01% 267
2026
Q1 		$7.15K Buy
30
+23
+329% +$5.27K ﹤0.01% 401
2025
Q4 		$1.29K Buy
+7
New +$1.05K ﹤0.01% 613

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

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

Dogwood Wealth Management increased its Coherent (COHR) stake by 47% in Q2 2026, buying an estimated $4.95K and bringing the position to 44 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #267.

Dogwood Wealth Management first reported a position in COHR in Q4 2025 and has held it in 3 quarters since. 1,315 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Dogwood Wealth Management held 44 shares of Coherent worth $17.4K as of Q2 2026.
  • Dogwood Wealth Management bought 14 Coherent shares in Q2 2026, an estimated $4.95K.
  • Coherent made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #267 holding.
  • Dogwood Wealth Management first reported a position in Coherent in Q4 2025 and has held it in 3 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.