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Elevate Capital Advisors’s Coherent COHR Stock Holding History

Elevate Capital Advisors’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 		$605K Sell
1,534
-68
-4% -$24.1K 0.33% 52
2026
Q1 		$382K Buy
+1,602
New +$367K 0.25% 60
2025
Q1 		– Sell
-16,489
Closed -$1.56M – 62
2024
Q4 		$1.56M Buy
+16,489
New +$1.65M 1.38% 28

Other funds holding COHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Elevate Capital Advisors's COHR Position: Q2 2026 in Review

Elevate Capital Advisors reduced its Coherent (COHR) stake by 4.2% in Q2 2026, selling an estimated $24.1K and leaving 1,534 shares worth $605K. The position accounts for 0.33% of the portfolio, ranked #52.

Elevate Capital Advisors first reported a position in COHR in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.56M in Q4 2024. 685 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Elevate Capital Advisors held 1,534 shares of Coherent worth $605K as of Q2 2026.
  • Elevate Capital Advisors sold 68 Coherent shares in Q2 2026, an estimated $24.1K.
  • Coherent made up 0.33% of Elevate Capital Advisors's portfolio in Q2 2026, its #52 holding.
  • Elevate Capital Advisors first reported a position in Coherent in Q4 2024 and has held it in 3 quarters since.
  • Elevate Capital Advisors's Coherent position peaked at $1.56M in Q4 2024.
  • 685 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Elevate Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.