PWMAI
COHR icon

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Coherent COHR Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2025
Q2 		– Sell
-20
Closed -$1.3K – 505
2025
Q1 		$1.3K Buy
+20
New +$1.66K ﹤0.01% 431

Other funds holding COHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s COHR Position: Q2 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Coherent (COHR) in Q2 2025, closing a stake of 20 shares — an estimated $1.3K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in COHR in Q1 2025 and held it in 1 quarter. The position peaked at $1.3K in Q1 2025. 645 funds tracked by Wall St. Rank hold COHR as of Q2 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Coherent position as of Q2 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 20 Coherent shares in Q2 2025, an estimated $1.3K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Coherent in Q1 2025 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Coherent position peaked at $1.3K in Q1 2025.
  • 645 funds tracked by Wall St. Rank held Coherent as of Q2 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2025, filed 7 Aug 2026.