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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
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

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

Integrated Wealth Concepts's COHR Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Coherent (COHR) stake by 459% in Q1 2026, buying an estimated $1.39M and bringing the position to 7,409 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #811.

Integrated Wealth Concepts first reported a position in COHR in Q3 2025 and has held it in 3 quarters since. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • Integrated Wealth Concepts held 7,409 shares of Coherent worth $1.76M as of Q1 2026.
  • Integrated Wealth Concepts bought 6,084 Coherent shares in Q1 2026, an estimated $1.39M.
  • Coherent made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #811 holding.
  • Integrated Wealth Concepts first reported a position in Coherent in Q3 2025 and has held it in 3 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

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