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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

EP Wealth Advisors's COHR Position: Q1 2026 in Review

EP Wealth Advisors increased its Coherent (COHR) stake by 77% in Q1 2026, buying an estimated $664K and bringing the position to 6,680 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #531.

EP Wealth Advisors first reported a position in COHR in Q3 2024 and has held it in 5 quarters since. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • EP Wealth Advisors held 6,680 shares of Coherent worth $1.59M as of Q1 2026.
  • EP Wealth Advisors bought 2,900 Coherent shares in Q1 2026, an estimated $664K.
  • Coherent made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #531 holding.
  • EP Wealth Advisors first reported a position in Coherent in Q3 2024 and has held it in 5 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.