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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gradient Investments's COHR Position: Q2 2026 in Review

Gradient Investments reduced its Coherent (COHR) stake by 3.9% in Q2 2026, selling an estimated $95.5K and leaving 6,606 shares worth $2.61M. The position accounts for 0.04% of the portfolio, ranked #238.

Gradient Investments first reported a position in COHR in Q4 2015 and has held it in 13 quarters since. 1,304 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

Gradient Investments held 6,606 shares of Coherent worth $2.61M as of Q2 2026.
Gradient Investments sold 270 Coherent shares in Q2 2026, an estimated $95.5K.
Coherent made up 0.04% of Gradient Investments's portfolio in Q2 2026, its #238 holding.
Gradient Investments first reported a position in Coherent in Q4 2015 and has held it in 13 quarters since.
1,304 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.