Icon Wealth Advisors’s Coherent COHR Stock Holding History

Icon 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
2025 Q4	–	Sell	-1,145	Closed	-$123K	–	422
2025 Q3	$123K	Sell	1,145 -40	-3%	-$3.99K	0.01%	464
2025 Q2	$106K	Buy	+1,185	New	+$85.3K	0.01%	497

Other funds holding COHR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Icon Wealth Advisors's COHR Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Coherent (COHR) in Q4 2025, closing a stake of 1,145 shares — an estimated $123K sold.

Icon Wealth Advisors first reported a position in COHR in Q2 2025 and held it in 2 quarters. The position peaked at $123K in Q3 2025. 899 funds tracked by Wall St. Rank hold COHR as of Q4 2025.

Icon Wealth Advisors reported no remaining Coherent position as of Q4 2025 after selling out during the quarter.
Icon Wealth Advisors sold 1,145 Coherent shares in Q4 2025, an estimated $123K.
Icon Wealth Advisors first reported a position in Coherent in Q2 2025 and held it in 2 quarters.
Icon Wealth Advisors's Coherent position peaked at $123K in Q3 2025.
899 funds tracked by Wall St. Rank held Coherent as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.