Envestnet Portfolio Solutions’s Coherent COHR Stock Holding History

Envestnet Portfolio Solutions’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	$2.01M	Sell	5,103 -7,188	-58%	-$2.54M	0.01%	497
2026 Q1	$2.93M	Sell	12,291 -4,301	-26%	-$985K	0.02%	384
2025 Q4	$3.06M	Buy	16,592 +346	+2%	+$51.8K	0.01%	459
2025 Q3	$1.75M	Sell	16,246 -9,953	-38%	-$992K	0.01%	566
2025 Q2	$2.34M	Buy	26,199 +22,049	+531%	+$1.59M	0.01%	520
2025 Q1	$270K	Buy	4,150 +169	+4%	+$14K	﹤0.01%	1344
2024 Q4	$377K	Buy	3,981 +718	+22%	+$71.8K	﹤0.01%	1378
2024 Q3	$290K	Sell	3,263 -773	-19%	-$57.8K	﹤0.01%	1471
2024 Q2	$292K	Buy	+4,036	New	+$243K	﹤0.01%	1390

Other funds holding COHR

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

NGM

North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Envestnet Portfolio Solutions's COHR Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Coherent (COHR) stake by 58% in Q2 2026, selling an estimated $2.54M and leaving 5,103 shares worth $2.01M. The position accounts for 0.01% of the portfolio, ranked #497.

Envestnet Portfolio Solutions first reported a position in COHR in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.06M in Q4 2025. 309 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

Envestnet Portfolio Solutions held 5,103 shares of Coherent worth $2.01M as of Q2 2026.
Envestnet Portfolio Solutions sold 7,188 Coherent shares in Q2 2026, an estimated $2.54M.
Coherent made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #497 holding.
Envestnet Portfolio Solutions first reported a position in Coherent in Q2 2024 and has held it in 9 quarters since.
Envestnet Portfolio Solutions's Coherent position peaked at $3.06M in Q4 2025.
309 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.