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EP Wealth Advisors’s Coherent COHR Stock Holding History

EP Wealth 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 		– Sell
-6,680
Closed -$1.59M – 1748
2026
Q1 		$1.59M Buy
6,680
+2,900
+77% +$664K 0.01% 531
2025
Q4 		$698K Buy
+3,780
New +$565K ﹤0.01% 732
2025
Q2 		$229K Buy
+2,562
New +$184K ﹤0.01% 1170
2025
Q1 		– Sell
-2,397
Closed -$227K – 1299
2024
Q4 		$227K Buy
2,397
+8
+0.3% +$800 ﹤0.01% 1014
2024
Q3 		$212K Buy
+2,389
New +$179K ﹤0.01% 1019

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 $3.37T AUM 44.26% 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

EP Wealth Advisors's COHR Position: Q2 2026 in Review

EP Wealth Advisors sold out of Coherent (COHR) in Q2 2026, closing a stake of 6,680 shares — an estimated $1.59M sold.

EP Wealth Advisors first reported a position in COHR in Q3 2024 and held it in 5 quarters. The position peaked at $1.59M in Q1 2026. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • EP Wealth Advisors reported no remaining Coherent position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 6,680 Coherent shares in Q2 2026, an estimated $1.59M.
  • EP Wealth Advisors first reported a position in Coherent in Q3 2024 and held it in 5 quarters.
  • EP Wealth Advisors's Coherent position peaked at $1.59M in Q1 2026.
  • 1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.