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Fourth Dimension Wealth’s Coherent COHR Stock Holding History

Fourth Dimension 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
-45
Closed -$10.7K – 690
2026
Q1 		$10.7K Buy
+45
New +$10.3K ﹤0.01% 414
2025
Q2 		– Sell
-120
Closed -$7.79K – 610
2025
Q1 		$7.79K Hold
120
– – ﹤0.01% 447
2024
Q4 		$11.4K Buy
+120
New +$12K 0.01% 406

Other funds holding COHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fourth Dimension Wealth's COHR Position: Q2 2026 in Review

Fourth Dimension Wealth sold out of Coherent (COHR) in Q2 2026, closing a stake of 45 shares — an estimated $10.7K sold.

Fourth Dimension Wealth first reported a position in COHR in Q4 2024 and held it in 3 quarters. The position peaked at $11.4K in Q4 2024. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Fourth Dimension Wealth reported no remaining Coherent position as of Q2 2026 after selling out during the quarter.
  • Fourth Dimension Wealth sold 45 Coherent shares in Q2 2026, an estimated $10.7K.
  • Fourth Dimension Wealth first reported a position in Coherent in Q4 2024 and held it in 3 quarters.
  • Fourth Dimension Wealth's Coherent position peaked at $11.4K in Q4 2024.
  • 1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.