Evolve Private Wealth’s Coherent COHR Stock Holding History

Evolve Private Wealth’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	-1,033	Closed	-$246K	–	1043
2026 Q1	$246K	Buy	+1,033	New	+$237K	0.01%	856

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's COHR Position: Q2 2026 in Review

Evolve Private Wealth sold out of Coherent (COHR) in Q2 2026, closing a stake of 1,033 shares — an estimated $246K sold.

Evolve Private Wealth first reported a position in COHR in Q1 2026 and held it in 1 quarter. The position peaked at $246K in Q1 2026. 1,315 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

Evolve Private Wealth reported no remaining Coherent position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 1,033 Coherent shares in Q2 2026, an estimated $246K.
Evolve Private Wealth first reported a position in Coherent in Q1 2026 and held it in 1 quarter.
Evolve Private Wealth's Coherent position peaked at $246K in Q1 2026.
1,315 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

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