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Independent Advisor Alliance’s Coherent COHR Stock Holding History

Independent Advisor Alliance’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 		$400K Buy
1,679
+109
+7% +$25K ﹤0.01% 1206
2025
Q4 		$290K Buy
+1,570
New +$235K 0.01% 805

Other funds holding COHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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

Independent Advisor Alliance's COHR Position: Q1 2026 in Review

Independent Advisor Alliance increased its Coherent (COHR) stake by 6.9% in Q1 2026, buying an estimated $25K and bringing the position to 1,679 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

Independent Advisor Alliance first reported a position in COHR in Q4 2025 and has held it in 2 quarters since. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • Independent Advisor Alliance held 1,679 shares of Coherent worth $400K as of Q1 2026.
  • Independent Advisor Alliance bought 109 Coherent shares in Q1 2026, an estimated $25K.
  • Coherent made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1206 holding.
  • Independent Advisor Alliance first reported a position in Coherent in Q4 2025 and has held it in 2 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.