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J.W. Cole Advisors’s Coherent COHR Stock Holding History

J.W. Cole 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
Q1 		$2.24M Buy
9,401
+7,252
+337% +$1.66M 0.08% 227
2025
Q4 		$397K Sell
2,149
-169
-7% -$25.3K 0.01% 981
2025
Q3 		$250K Hold
2,318
– – ﹤0.01% 1324
2025
Q2 		$207K Buy
+2,318
New +$167K ﹤0.01% 1348

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

J.W. Cole Advisors's COHR Position: Q1 2026 in Review

J.W. Cole Advisors increased its Coherent (COHR) stake by 337% in Q1 2026, buying an estimated $1.66M and bringing the position to 9,401 shares worth $2.24M. The position accounts for 0.08% of the portfolio, ranked #227.

J.W. Cole Advisors first reported a position in COHR in Q2 2025 and has held it in 4 quarters since. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • J.W. Cole Advisors held 9,401 shares of Coherent worth $2.24M as of Q1 2026.
  • J.W. Cole Advisors bought 7,252 Coherent shares in Q1 2026, an estimated $1.66M.
  • Coherent made up 0.08% of J.W. Cole Advisors's portfolio in Q1 2026, its #227 holding.
  • J.W. Cole Advisors first reported a position in Coherent in Q2 2025 and has held it in 4 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.