Estate Counselors’s Coherent COHR Stock Holding History

Estate Counselors’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	-7,438	Closed	-$1.77M	–	98
2026 Q1	$1.77M	Sell	7,438 -13,010	-64%	-$2.98M	0.16%	54
2025 Q4	$3.77M	Buy	+20,448	New	+$3.06M	0.32%	52

Other funds holding COHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Estate Counselors's COHR Position: Q2 2026 in Review

Estate Counselors sold out of Coherent (COHR) in Q2 2026, closing a stake of 7,438 shares — an estimated $1.77M sold.

Estate Counselors first reported a position in COHR in Q4 2025 and held it in 2 quarters. The position peaked at $3.77M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

Estate Counselors reported no remaining Coherent position as of Q2 2026 after selling out during the quarter.
Estate Counselors sold 7,438 Coherent shares in Q2 2026, an estimated $1.77M.
Estate Counselors first reported a position in Coherent in Q4 2025 and held it in 2 quarters.
Estate Counselors's Coherent position peaked at $3.77M in Q4 2025.
1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.