Kestra Private Wealth Services’s Coherent COHR Stock Holding History

Kestra Private Wealth Services’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	$2.44M	Buy	6,178 +460	+8%	+$163K	0.03%	533
2026 Q1	$1.36M	Buy	+5,718	New	+$1.31M	0.02%	694
2022 Q3	–	Sell	-12,121	Closed	-$618K	–	918
2022 Q2	$618K	Sell	12,121 -2,035	-14%	-$124K	0.04%	445
2022 Q1	$1.03M	Sell	14,156 -428	-3%	-$29.1K	0.05%	374
2021 Q4	$997K	Buy	14,584 +9,680	+197%	+$609K	0.05%	384
2021 Q3	$291K	Sell	4,904 -7,205	-60%	-$470K	0.02%	716
2021 Q2	$879K	Buy	12,109 +1,034	+9%	+$72.8K	0.05%	363
2021 Q1	$757K	Buy	+11,075	New	+$909K	0.05%	361

Other funds holding COHR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Kestra Private Wealth Services's COHR Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Coherent (COHR) stake by 8% in Q2 2026, buying an estimated $163K and bringing the position to 6,178 shares worth $2.44M. The position accounts for 0.03% of the portfolio, ranked #533.

Kestra Private Wealth Services first reported a position in COHR in Q1 2021 and has held it in 8 quarters since. 1,315 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

Kestra Private Wealth Services held 6,178 shares of Coherent worth $2.44M as of Q2 2026.
Kestra Private Wealth Services bought 460 Coherent shares in Q2 2026, an estimated $163K.
Coherent made up 0.03% of Kestra Private Wealth Services's portfolio in Q2 2026, its #533 holding.
Kestra Private Wealth Services first reported a position in Coherent in Q1 2021 and has held it in 8 quarters since.
1,315 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.