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JFS Wealth Advisors’s Coherent COHR Stock Holding History

JFS Wealth 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
Q2 		$56.8K Hold
144
– – ﹤0.01% 527
2026
Q1 		$34.3K Sell
144
-687
-83% -$157K ﹤0.01% 597
2025
Q4 		$153K Buy
831
+739
+803% +$111K 0.01% 345
2025
Q3 		$9.91K Hold
92
– – ﹤0.01% 903
2025
Q2 		$8.21K Sell
92
-64
-41% -$4.61K ﹤0.01% 928
2025
Q1 		$10.1K Buy
156
+58
+59% +$4.81K ﹤0.01% 877
2024
Q4 		$9.28K Buy
98
+6
+7% +$600 ﹤0.01% 873
2024
Q3 		$8.18K Buy
92
+5
+6% +$374 ﹤0.01% 926
2024
Q2 		$6.3K Hold
87
– – ﹤0.01% 967
2024
Q1 		$5.27K Hold
87
– – ﹤0.01% 1078
2023
Q4 		$3.79K Buy
87
+67
+335% +$2.42K ﹤0.01% 1160
2023
Q3 		$653 Sell
20
-52
-72% -$2.13K ﹤0.01% 1694
2023
Q2 		$3.67K Buy
72
+28
+64% +$1.04K ﹤0.01% 1147
2023
Q1 		$1.68K Buy
44
+26
+144% +$1.06K ﹤0.01% 1431
2022
Q4 		$632 Sell
18
-57
-76% -$1.98K ﹤0.01% 1694
2022
Q3 		$3K Sell
75
-6
-7% -$287 ﹤0.01% 1159
2022
Q2 		$4K Buy
81
+14
+21% +$854 ﹤0.01% 1056
2022
Q1 		$5K Buy
67
+44
+191% +$2.99K ﹤0.01% 1025
2021
Q4 		$2K Buy
+23
New +$1.45K ﹤0.01% 1051

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

JFS Wealth Advisors's COHR Position: Q2 2026 in Review

JFS Wealth Advisors held its Coherent (COHR) position steady in Q2 2026 at 144 shares worth $56.8K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

JFS Wealth Advisors first reported a position in COHR in Q4 2021 and has held it in 19 quarters since. The position peaked at $153K in Q4 2025. 1,304 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • JFS Wealth Advisors held 144 shares of Coherent worth $56.8K as of Q2 2026.
  • JFS Wealth Advisors left its Coherent share count unchanged in Q2 2026.
  • Coherent made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #527 holding.
  • JFS Wealth Advisors first reported a position in Coherent in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Coherent position peaked at $153K in Q4 2025.
  • 1,304 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.