Forza Wealth Management’s Coherent COHR Stock Holding History

Forza Wealth 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 Q2	$971K	Hold	2,461	–	–	0.3%	75
2026 Q1	$586K	Hold	2,461	–	–	0.2%	116
2025 Q4	$454K	Hold	2,461	–	–	0.16%	128
2025 Q3	$265K	Hold	2,461	–	–	0.1%	169
2025 Q2	$220K	Buy	+2,461	New	+$177K	0.09%	181
2025 Q1	–	Sell	-2,461	Closed	-$233K	–	180
2024 Q4	$233K	Buy	2,461 +198	+9%	+$19.8K	0.11%	167
2024 Q3	$201K	Buy	+2,263	New	+$169K	0.09%	182

Other funds holding COHR

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MLCM

M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

Forza Wealth Management's COHR Position: Q2 2026 in Review

Forza Wealth Management held its Coherent (COHR) position steady in Q2 2026 at 2,461 shares worth $971K. The position accounts for 0.3% of the portfolio, ranked #75.

Forza Wealth Management first reported a position in COHR in Q3 2024 and has held it in 7 quarters since. 190 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

Forza Wealth Management held 2,461 shares of Coherent worth $971K as of Q2 2026.
Forza Wealth Management left its Coherent share count unchanged in Q2 2026.
Coherent made up 0.3% of Forza Wealth Management's portfolio in Q2 2026, its #75 holding.
Forza Wealth Management first reported a position in Coherent in Q3 2024 and has held it in 7 quarters since.
190 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.