Jones Financial Companies
COHR icon

Jones Financial Companies’s Coherent COHR Stock Holding History

Jones Financial Companies’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 		$13M Buy
53,472
+48,862
+1,060% +$11.2M 0.01% 733
2025
Q4 		$851K Buy
4,610
+700
+18% +$105K ﹤0.01% 1297
2025
Q3 		$418K Buy
3,910
+760
+24% +$75.8K ﹤0.01% 1468
2025
Q2 		$275K Buy
3,150
+1,008
+47% +$72.5K ﹤0.01% 1528
2025
Q1 		$141K Buy
2,142
+823
+62% +$68.2K ﹤0.01% 1628
2024
Q4 		$125K Buy
1,319
+566
+75% +$56.6K ﹤0.01% 1542
2024
Q3 		$67.6K Buy
753
+509
+209% +$38K ﹤0.01% 1527
2024
Q2 		$17.7K Buy
+244
New +$14.7K ﹤0.01% 1574

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

Jones Financial Companies's COHR Position: Q1 2026 in Review

Jones Financial Companies increased its Coherent (COHR) stake by 1,060% in Q1 2026, buying an estimated $11.2M and bringing the position to 53,472 shares worth $13M. The position accounts for 0.01% of the portfolio, ranked #733.

Jones Financial Companies first reported a position in COHR in Q2 2024 and has held it in 8 quarters since. 1,101 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • Jones Financial Companies held 53,472 shares of Coherent worth $13M as of Q1 2026.
  • Jones Financial Companies bought 48,862 Coherent shares in Q1 2026, an estimated $11.2M.
  • Coherent made up 0.01% of Jones Financial Companies's portfolio in Q1 2026, its #733 holding.
  • Jones Financial Companies first reported a position in Coherent in Q2 2024 and has held it in 8 quarters since.
  • 1,101 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.