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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
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

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

Kestra Private Wealth Services's COHR Position: Q1 2026 in Review

Kestra Private Wealth Services opened a new position in Coherent (COHR) in Q1 2026: 5,718 shares worth $1.36M. The stake represents 0.02% of the portfolio and ranks #694 among its holdings. This is a return to the name: Kestra Private Wealth Services previously reported a position in COHR as recently as Q2 2022.

Kestra Private Wealth Services first reported a position in COHR in Q1 2021 and has held it in 7 quarters since. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • Kestra Private Wealth Services held 5,718 shares of Coherent worth $1.36M as of Q1 2026.
  • Coherent was a new Kestra Private Wealth Services position in Q1 2026.
  • Coherent made up 0.02% of Kestra Private Wealth Services's portfolio in Q1 2026, its #694 holding.
  • Kestra Private Wealth Services first reported a position in Coherent in Q1 2021 and has held it in 7 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.