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HCR Wealth Advisors’s Coherent COHR Stock Holding History

HCR Wealth Advisors’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 		$212K Buy
+537
New +$190K 0.02% 251
2026
Q1 		– Sell
-1,300
Closed -$240K – 246
2025
Q4 		$240K Buy
+1,300
New +$194K 0.02% 222

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

HCR Wealth Advisors's COHR Position: Q2 2026 in Review

HCR Wealth Advisors opened a new position in Coherent (COHR) in Q2 2026: 537 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #251 among its holdings. This is a return to the name: HCR Wealth Advisors previously reported a position in COHR as recently as Q4 2025.

HCR Wealth Advisors first reported a position in COHR in Q4 2025 and has held it in 2 quarters since. The position peaked at $240K in Q4 2025. 1,309 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • HCR Wealth Advisors held 537 shares of Coherent worth $212K as of Q2 2026.
  • Coherent was a new HCR Wealth Advisors position in Q2 2026.
  • Coherent made up 0.02% of HCR Wealth Advisors's portfolio in Q2 2026, its #251 holding.
  • HCR Wealth Advisors first reported a position in Coherent in Q4 2025 and has held it in 2 quarters since.
  • HCR Wealth Advisors's Coherent position peaked at $240K in Q4 2025.
  • 1,309 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.