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HB Wealth Management’s Coherent COHR Stock Holding History

HB 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 		$1.72M Buy
4,366
+724
+20% +$256K 0.01% 521
2026
Q1 		$868K Buy
3,642
+1,417
+64% +$324K 0.01% 720
2025
Q4 		$411K Buy
2,225
+124
+6% +$18.5K ﹤0.01% 983
2025
Q3 		$226K Buy
+2,101
New +$209K ﹤0.01% 1218
2025
Q1 		– Sell
-3,052
Closed -$289K – 1236
2024
Q4 		$289K Buy
+3,052
New +$305K ﹤0.01% 826

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

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

HB Wealth Management increased its Coherent (COHR) stake by 20% in Q2 2026, buying an estimated $256K and bringing the position to 4,366 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #521.

HB Wealth Management first reported a position in COHR in Q4 2024 and has held it in 5 quarters since. 1,304 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • HB Wealth Management held 4,366 shares of Coherent worth $1.72M as of Q2 2026.
  • HB Wealth Management bought 724 Coherent shares in Q2 2026, an estimated $256K.
  • Coherent made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #521 holding.
  • HB Wealth Management first reported a position in Coherent in Q4 2024 and has held it in 5 quarters since.
  • 1,304 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.