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Financial Consulate’s Coherent COHR Stock Holding History

Financial Consulate’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 		$63.8K Buy
268
+13
+5% +$2.98K 0.01% 284
2025
Q4 		$47.1K Buy
255
+155
+155% +$23.2K 0.01% 329
2025
Q3 		$10.8K Buy
+100
New +$9.97K ﹤0.01% 545

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

Financial Consulate's COHR Position: Q1 2026 in Review

Financial Consulate increased its Coherent (COHR) stake by 5.1% in Q1 2026, buying an estimated $2.98K and bringing the position to 268 shares worth $63.8K. The position accounts for 0.01% of the portfolio, ranked #284.

Financial Consulate first reported a position in COHR in Q3 2025 and has held it in 3 quarters since. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • Financial Consulate held 268 shares of Coherent worth $63.8K as of Q1 2026.
  • Financial Consulate bought 13 Coherent shares in Q1 2026, an estimated $2.98K.
  • Coherent made up 0.01% of Financial Consulate's portfolio in Q1 2026, its #284 holding.
  • Financial Consulate first reported a position in Coherent in Q3 2025 and has held it in 3 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.