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Integrated Wealth Concepts’s Coherent COHR Stock Holding History

Integrated Wealth Concepts’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 		$3.84M Buy
9,746
+2,337
+32% +$827K 0.03% 585
2026
Q1 		$1.76M Buy
7,409
+6,084
+459% +$1.39M 0.01% 811
2025
Q4 		$244K Sell
1,325
-864
-39% -$129K ﹤0.01% 1419
2025
Q3 		$236K Buy
+2,189
New +$218K ﹤0.01% 1760

Other funds holding COHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Integrated Wealth Concepts's COHR Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Coherent (COHR) stake by 32% in Q2 2026, buying an estimated $827K and bringing the position to 9,746 shares worth $3.84M. The position accounts for 0.03% of the portfolio, ranked #585.

Integrated Wealth Concepts first reported a position in COHR in Q3 2025 and has held it in 4 quarters since. 1,311 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Integrated Wealth Concepts held 9,746 shares of Coherent worth $3.84M as of Q2 2026.
  • Integrated Wealth Concepts bought 2,337 Coherent shares in Q2 2026, an estimated $827K.
  • Coherent made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #585 holding.
  • Integrated Wealth Concepts first reported a position in Coherent in Q3 2025 and has held it in 4 quarters since.
  • 1,311 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.