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Forum Financial Management’s Coherent COHR Stock Holding History

Forum Financial Management’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 		– Sell
-4,685
Closed -$865K – 475
2025
Q4 		$865K Hold
4,685
– – 0.01% 281
2025
Q3 		$505K Buy
4,685
+4
+0.1% +$399 0.01% 452
2025
Q2 		$418K Hold
4,681
– – 0.01% 486
2025
Q1 		$304K Sell
4,681
-158
-3% -$13.1K 0.01% 585
2024
Q4 		$458K Buy
4,839
+1,905
+65% +$191K 0.01% 411
2024
Q3 		$261K Buy
+2,934
New +$219K ﹤0.01% 589

Other funds holding COHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
NC
Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return

Forum Financial Management's COHR Position: Q1 2026 in Review

Forum Financial Management sold out of Coherent (COHR) in Q1 2026, closing a stake of 4,685 shares — an estimated $865K sold.

Forum Financial Management first reported a position in COHR in Q3 2024 and held it in 6 quarters. The position peaked at $865K in Q4 2025. 1,105 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • Forum Financial Management reported no remaining Coherent position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 4,685 Coherent shares in Q1 2026, an estimated $865K.
  • Forum Financial Management first reported a position in Coherent in Q3 2024 and held it in 6 quarters.
  • Forum Financial Management's Coherent position peaked at $865K in Q4 2025.
  • 1,105 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.