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Kingswood Wealth Advisors’s Coherent COHR Stock Holding History

Kingswood 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 		$678K Buy
1,720
+14
+0.8% +$4.95K 0.03% 522
2026
Q1 		$406K Buy
1,706
+114
+7% +$26.1K 0.02% 608
2025
Q4 		$294K Buy
+1,592
New +$238K 0.01% 684

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 $3.38T AUM 44.17% 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

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

Kingswood Wealth Advisors increased its Coherent (COHR) stake by 0.82% in Q2 2026, buying an estimated $4.95K and bringing the position to 1,720 shares worth $678K. The position accounts for 0.03% of the portfolio, ranked #522.

Kingswood Wealth Advisors first reported a position in COHR in Q4 2025 and has held it in 3 quarters since. 1,315 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Kingswood Wealth Advisors held 1,720 shares of Coherent worth $678K as of Q2 2026.
  • Kingswood Wealth Advisors bought 14 Coherent shares in Q2 2026, an estimated $4.95K.
  • Coherent made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #522 holding.
  • Kingswood Wealth Advisors first reported a position in Coherent in Q4 2025 and has held it in 3 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.