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 Q2	$564K	Hold	1,429	–	–	0.11%	169
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

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

Herold Advisors's COHR Position: Q2 2026 in Review

Herold Advisors held its Coherent (COHR) position steady in Q2 2026 at 1,429 shares worth $564K. The position accounts for 0.11% of the portfolio, ranked #169.

Herold Advisors first reported a position in COHR in Q3 2021 and has held it in 15 quarters since. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

Herold Advisors held 1,429 shares of Coherent worth $564K as of Q2 2026.
Herold Advisors left its Coherent share count unchanged in Q2 2026.
Coherent made up 0.11% of Herold Advisors's portfolio in Q2 2026, its #169 holding.
Herold Advisors first reported a position in Coherent in Q3 2021 and has held it in 15 quarters since.
1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.