Krilogy Financial’s Coherent COHR Stock Holding History

Krilogy Financial’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	$624K	Buy	1,903 +80	+4%	+$18.3K	0.02%	513
2025 Q4	$361K	Buy	+1,823	New	+$273K	0.01%	664

Other funds holding COHR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Krilogy Financial's COHR Position: Q1 2026 in Review

Krilogy Financial increased its Coherent (COHR) stake by 4.4% in Q1 2026, buying an estimated $18.3K and bringing the position to 1,903 shares worth $624K. The position accounts for 0.02% of the portfolio, ranked #513.

Krilogy Financial first reported a position in COHR in Q4 2025 and has held it in 2 quarters since. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

Krilogy Financial held 1,903 shares of Coherent worth $624K as of Q1 2026.
Krilogy Financial bought 80 Coherent shares in Q1 2026, an estimated $18.3K.
Coherent made up 0.02% of Krilogy Financial's portfolio in Q1 2026, its #513 holding.
Krilogy Financial first reported a position in Coherent in Q4 2025 and has held it in 2 quarters since.
1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.