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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
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

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

Estate Counselors's COHR Position: Q1 2026 in Review

Estate Counselors reduced its Coherent (COHR) stake by 64% in Q1 2026, selling an estimated $2.98M and leaving 7,438 shares worth $1.77M. The position accounts for 0.16% of the portfolio, ranked #54.

Estate Counselors first reported a position in COHR in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.77M in Q4 2025. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • Estate Counselors held 7,438 shares of Coherent worth $1.77M as of Q1 2026.
  • Estate Counselors sold 13,010 Coherent shares in Q1 2026, an estimated $2.98M.
  • Coherent made up 0.16% of Estate Counselors's portfolio in Q1 2026, its #54 holding.
  • Estate Counselors first reported a position in Coherent in Q4 2025 and has held it in 2 quarters since.
  • Estate Counselors's Coherent position peaked at $3.77M in Q4 2025.
  • 1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.