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
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

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

Kovitz Investment Group Partners's COHR Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Coherent (COHR) stake by 45% in Q1 2026, buying an estimated $436K and bringing the position to 6,173 shares worth $1.47M. The position accounts for 0.03% of the portfolio, ranked #267.

Kovitz Investment Group Partners first reported a position in COHR in Q4 2024 and has held it in 6 quarters since. The position peaked at $18.7M in Q4 2024. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • Kovitz Investment Group Partners held 6,173 shares of Coherent worth $1.47M as of Q1 2026.
  • Kovitz Investment Group Partners bought 1,902 Coherent shares in Q1 2026, an estimated $436K.
  • Coherent made up 0.03% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #267 holding.
  • Kovitz Investment Group Partners first reported a position in Coherent in Q4 2024 and has held it in 6 quarters since.
  • Kovitz Investment Group Partners's Coherent position peaked at $18.7M in Q4 2024.
  • 1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.