Kerr Financial Planning’s Coherent COHR Stock Holding History

Kerr Financial Planning’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	–	Sell	-50	Closed	-$10.2K	–	522
2025 Q4	$10.2K	Buy	+50	New	+$7.48K	0.01%	360

Other funds holding COHR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return

Kerr Financial Planning's COHR Position: Q1 2026 in Review

Kerr Financial Planning sold out of Coherent (COHR) in Q1 2026, closing a stake of 50 shares — an estimated $10.2K sold.

Kerr Financial Planning first reported a position in COHR in Q4 2025 and held it in 1 quarter. The position peaked at $10.2K in Q4 2025. 1,108 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

Kerr Financial Planning reported no remaining Coherent position as of Q1 2026 after selling out during the quarter.
Kerr Financial Planning sold 50 Coherent shares in Q1 2026, an estimated $10.2K.
Kerr Financial Planning first reported a position in Coherent in Q4 2025 and held it in 1 quarter.
Kerr Financial Planning's Coherent position peaked at $10.2K in Q4 2025.
1,108 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Kerr Financial Planning's 13F filing for Q1 2026, filed 29 Apr 2026.