IHT Wealth Management’s Coherent COHR Stock Holding History

IHT Wealth Management’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	$350K	Sell	1,470 -7,911	-84%	-$1.81M	0.01%	954
2025 Q4	$1.73M	Buy	9,381 +167	+2%	+$25K	0.04%	382
2025 Q3	$993K	Buy	9,214 +419	+5%	+$41.8K	0.03%	533
2025 Q2	$785K	Buy	8,795 +155	+2%	+$11.2K	0.02%	567
2025 Q1	$561K	Buy	+8,640	New	+$716K	0.02%	636
2022 Q3	–	Sell	-5,456	Closed	-$278K	–	875
2022 Q2	$278K	Sell	5,456 -57	-1%	-$3.48K	0.02%	549
2022 Q1	$400K	Hold	5,513	–	–	0.03%	484
2021 Q4	$377K	Hold	5,513	–	–	0.03%	525
2021 Q3	$327K	Sell	5,513 -35	-0.6%	-$2.29K	0.03%	563
2021 Q2	$403K	Sell	5,548 -3,490	-39%	-$246K	0.03%	606
2021 Q1	$618K	Buy	9,038 +3,650	+68%	+$299K	0.04%	390
2020 Q4	$409K	Sell	5,388 -50	-0.9%	-$2.96K	0.03%	473
2020 Q3	$221K	Hold	5,438	–	–	0.02%	580
2020 Q2	$257K	Buy	+5,438	New	+$216K	0.04%	449
2019 Q4	–	Sell	-7,026	Closed	-$247K	–	627
2019 Q3	$247K	Sell	7,026 -1,081	-13%	-$41.2K	0.03%	477
2019 Q2	$296K	Hold	8,107	–	–	0.04%	399
2019 Q1	$302K	Sell	8,107 -95	-1%	-$3.51K	0.05%	359
2018 Q4	$266K	Buy	+8,202	New	+$306K	0.05%	358

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

IHT Wealth Management's COHR Position: Q1 2026 in Review

IHT Wealth Management reduced its Coherent (COHR) stake by 84% in Q1 2026, selling an estimated $1.81M and leaving 1,470 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #954.

IHT Wealth Management first reported a position in COHR in Q4 2018 and has held it in 18 quarters since. The position peaked at $1.73M in Q4 2025. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

IHT Wealth Management held 1,470 shares of Coherent worth $350K as of Q1 2026.
IHT Wealth Management sold 7,911 Coherent shares in Q1 2026, an estimated $1.81M.
Coherent made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #954 holding.
IHT Wealth Management first reported a position in Coherent in Q4 2018 and has held it in 18 quarters since.
IHT Wealth Management's Coherent position peaked at $1.73M in Q4 2025.
1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.