IFP Advisors’s Coherent COHR Stock Holding History

IFP 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	$3.58M	Sell	9,075 -600	-6%	-$212K	0.06%	336
2026 Q1	$2.3M	Buy	9,675 +515	+6%	+$118K	0.05%	405
2025 Q4	$1.69M	Sell	9,160 -357	-4%	-$53.4K	0.04%	466
2025 Q3	$1.03M	Buy	9,517 +1,272	+15%	+$127K	0.03%	589
2025 Q2	$779K	Buy	8,245 +814	+11%	+$58.6K	0.02%	661
2025 Q1	$483K	Buy	7,431 +6,238	+523%	+$517K	0.01%	787
2024 Q4	$114K	Buy	1,193 +226	+23%	+$22.6K	﹤0.01%	1406
2024 Q3	$86K	Buy	967 +47	+5%	+$3.51K	﹤0.01%	1476
2024 Q2	$66.7K	Sell	920 -284	-24%	-$17.1K	﹤0.01%	1546
2024 Q1	$73K	Sell	1,204 -57	-5%	-$3.13K	﹤0.01%	1427
2023 Q4	$54.9K	Buy	1,261 +36	+3%	+$1.3K	﹤0.01%	1504
2023 Q3	$40K	Hold	1,225	–	–	﹤0.01%	1648
2023 Q2	$62.4K	Buy	1,225 +293	+31%	+$10.9K	﹤0.01%	1518
2023 Q1	$40.3K	Sell	932 -646	-41%	-$26.3K	﹤0.01%	1675
2022 Q4	$70K	Buy	1,578 +328	+26%	+$11.4K	﹤0.01%	1998
2022 Q3	$76K	Sell	1,250 -185	-13%	-$8.86K	﹤0.01%	2050
2022 Q2	$65K	Hold	1,435	–	–	﹤0.01%	1978
2022 Q1	$65K	Sell	1,435 -1,499	-51%	-$102K	﹤0.01%	1978
2021 Q4	$201K	Buy	2,934 +434	+17%	+$27.3K	﹤0.01%	948
2021 Q3	$148K	Buy	2,500 +275	+12%	+$18K	﹤0.01%	1107
2021 Q2	$162K	Buy	2,225 +1,576	+243%	+$111K	﹤0.01%	1012
2021 Q1	$45K	Buy	649 +99	+18%	+$8.12K	﹤0.01%	1510
2020 Q4	$42K	Sell	550 -1,474	-73%	-$87.3K	﹤0.01%	1502
2020 Q3	$82K	Buy	2,024 +415	+26%	+$18.3K	﹤0.01%	1079
2020 Q2	$77K	Sell	1,609 -11	-0.7%	-$436	0.01%	1024
2020 Q1	$47K	Buy	1,620 +1,609	+14,627%	+$52.3K	﹤0.01%	1143
2019 Q4	$0	Buy	+11	New	+$351	﹤0.01%	2872
2019 Q1	–	Sell	-14	Closed	–	–	2534
2018 Q4	$0	Sell	14 -104	-88%	-$3.88K	﹤0.01%	3568
2018 Q3	$6K	Hold	118	–	–	﹤0.01%	3112
2018 Q2	$5K	Hold	118	–	–	﹤0.01%	3232
2018 Q1	$6K	Hold	118	–	–	﹤0.01%	3056
2017 Q4	$6K	Hold	118	–	–	﹤0.01%	3102
2017 Q3	$5K	Sell	118 -123	-51%	-$4.59K	﹤0.01%	3371
2017 Q2	$8K	Hold	241	–	–	﹤0.01%	3146
2017 Q1	$9K	Hold	241	–	–	﹤0.01%	2972
2016 Q4	$7K	Hold	241	–	–	﹤0.01%	3106
2016 Q3	$6K	Buy	241 +113	+88%	+$2.39K	﹤0.01%	3122
2016 Q2	$2K	Buy	+128	New	+$2.62K	﹤0.01%	3449
2016 Q1	–	Sell	-128	Closed	-$2K	–	2537
2015 Q4	$2K	Buy	+128	New	+$2.31K	﹤0.01%	3306

Other funds holding COHR

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

NGM

North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

IFP Advisors's COHR Position: Q2 2026 in Review

IFP Advisors reduced its Coherent (COHR) stake by 6.2% in Q2 2026, selling an estimated $212K and leaving 9,075 shares worth $3.58M. The position accounts for 0.06% of the portfolio, ranked #336.

IFP Advisors first reported a position in COHR in Q4 2015 and has held it in 39 quarters since. 309 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

IFP Advisors held 9,075 shares of Coherent worth $3.58M as of Q2 2026.
IFP Advisors sold 600 Coherent shares in Q2 2026, an estimated $212K.
Coherent made up 0.06% of IFP Advisors's portfolio in Q2 2026, its #336 holding.
IFP Advisors first reported a position in Coherent in Q4 2015 and has held it in 39 quarters since.
309 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.