Herold Advisors’s Coherent COHR Stock Holding History

Herold 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 Q1	$340K	Hold	1,429	–	–	0.07%	208
2025 Q4	$264K	Buy	+1,429	New	+$214K	0.06%	220
2025 Q3	–	Sell	-2,858	Closed	-$255K	–	266
2025 Q2	$255K	Buy	+2,858	New	+$206K	0.05%	266
2025 Q1	–	Sell	-2,858	Closed	-$271K	–	285
2024 Q4	$271K	Hold	2,858	–	–	0.06%	235
2024 Q3	$254K	Hold	2,858	–	–	0.06%	239
2024 Q2	$207K	Buy	+2,858	New	+$172K	0.05%	250
2023 Q3	–	Sell	-4,644	Closed	-$237K	–	249
2023 Q2	$237K	Sell	4,644 -2,000	-30%	-$74.2K	0.07%	217
2023 Q1	$253K	Hold	6,644	–	–	0.09%	200
2022 Q4	$233K	Sell	6,644 -357	-5%	-$12.4K	0.1%	185
2022 Q3	$243K	Hold	7,001	–	–	0.12%	162
2022 Q2	$356K	Hold	7,001	–	–	0.16%	142
2022 Q1	$508K	Hold	7,001	–	–	0.18%	126
2021 Q4	$478K	Hold	7,001	–	–	0.19%	130
2021 Q3	$415K	Buy	+7,001	New	+$457K	0.16%	139

Other funds holding COHR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

Herold Advisors's COHR Position: Q1 2026 in Review

Herold Advisors held its Coherent (COHR) position steady in Q1 2026 at 1,429 shares worth $340K. The position accounts for 0.07% of the portfolio, ranked #208.

Herold Advisors first reported a position in COHR in Q3 2021 and has held it in 14 quarters since. The position peaked at $508K in Q1 2022. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

Herold Advisors held 1,429 shares of Coherent worth $340K as of Q1 2026.
Herold Advisors left its Coherent share count unchanged in Q1 2026.
Coherent made up 0.07% of Herold Advisors's portfolio in Q1 2026, its #208 holding.
Herold Advisors first reported a position in Coherent in Q3 2021 and has held it in 14 quarters since.
Herold Advisors's Coherent position peaked at $508K in Q1 2022.
1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.