Gradient Investments’s Coherent COHR Stock Holding History

Gradient Investments’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 Q3	$1.66M	Sell	5,769 -837	-13%	-$251K	0.02%	278
2026 Q2	$2.61M	Sell	6,606 -270	-4%	-$95.5K	0.04%	238
2026 Q1	$1.64M	Buy	+6,876	New	+$1.57M	0.03%	272
2024 Q3	–	Sell	-7	Closed	-$507	–	491
2024 Q2	$507	Hold	7	–	–	﹤0.01%	1183
2024 Q1	$424	Hold	7	–	–	﹤0.01%	1043
2023 Q4	$305	Hold	7	–	–	﹤0.01%	1666
2023 Q3	$228	Hold	7	–	–	﹤0.01%	1666
2023 Q2	$357	Hold	7	–	–	﹤0.01%	1580
2023 Q1	$267	Buy	+7	New	+$285	﹤0.01%	1344
2020 Q2	–	Sell	-72	Closed	-$2K	–	1066
2020 Q1	$2K	Hold	72	–	–	﹤0.01%	898
2019 Q4	$2K	Buy	+72	New	+$2.29K	﹤0.01%	926
2016 Q3	–	Sell	-100	Closed	-$2K	–	720
2016 Q2	$2K	Hold	100	–	–	﹤0.01%	604
2016 Q1	$2K	Hold	100	–	–	﹤0.01%	610
2015 Q4	$2K	Buy	+100	New	+$1.8K	﹤0.01%	573

Other funds holding COHR

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

RSC

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

Eleva Capital Paris, France $113M AUM

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Gradient Investments's COHR Position: Q3 2026 in Review

Gradient Investments reduced its Coherent (COHR) stake by 13% in Q3 2026, selling an estimated $251K and leaving 5,769 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #278.

Gradient Investments first reported a position in COHR in Q4 2015 and has held it in 14 quarters since. The position peaked at $2.61M in Q2 2026. 32 funds tracked by Wall St. Rank hold COHR as of Q3 2026.

Gradient Investments held 5,769 shares of Coherent worth $1.66M as of Q3 2026.
Gradient Investments sold 837 Coherent shares in Q3 2026, an estimated $251K.
Coherent made up 0.02% of Gradient Investments's portfolio in Q3 2026, its #278 holding.
Gradient Investments first reported a position in Coherent in Q4 2015 and has held it in 14 quarters since.
Gradient Investments's Coherent position peaked at $2.61M in Q2 2026.
32 funds tracked by Wall St. Rank held Coherent as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.