Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Coherent COHR Stock Holding History

Kovitz Investment Group Partners’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 		$2.43M Sell
6,147
-26
-0.4% -$9.2K 0.05% 203
2026
Q1 		$1.47M Buy
6,173
+1,902
+45% +$436K 0.03% 267
2025
Q4 		$788K Sell
4,271
-102,543
-96% -$15.3M 0.02% 345
2025
Q3 		$11.5M Buy
106,814
+10,404
+11% +$1.04M 0.04% 305
2025
Q2 		$8.6M Sell
96,410
-42,130
-30% -$3.03M 0.04% 343
2025
Q1 		$9M Sell
138,540
-58,680
-30% -$4.86M 0.05% 290
2024
Q4 		$18.7M Buy
+197,220
New +$19.7M 0.09% 182

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

Kovitz Investment Group Partners's COHR Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Coherent (COHR) stake by 0.42% in Q2 2026, selling an estimated $9.2K and leaving 6,147 shares worth $2.43M. The position accounts for 0.05% of the portfolio, ranked #203.

Kovitz Investment Group Partners first reported a position in COHR in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.7M in Q4 2024. 1,315 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Kovitz Investment Group Partners held 6,147 shares of Coherent worth $2.43M as of Q2 2026.
  • Kovitz Investment Group Partners sold 26 Coherent shares in Q2 2026, an estimated $9.2K.
  • Coherent made up 0.05% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #203 holding.
  • Kovitz Investment Group Partners first reported a position in Coherent in Q4 2024 and has held it in 7 quarters since.
  • Kovitz Investment Group Partners's Coherent position peaked at $18.7M in Q4 2024.
  • 1,315 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.