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 Q2	$721K	Sell	1,829 -74	-4%	-$26.2K	0.02%	501
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Krilogy Financial's COHR Position: Q2 2026 in Review

Krilogy Financial reduced its Coherent (COHR) stake by 3.9% in Q2 2026, selling an estimated $26.2K and leaving 1,829 shares worth $721K. The position accounts for 0.02% of the portfolio, ranked #501.

Krilogy Financial first reported a position in COHR in Q4 2025 and has held it in 3 quarters since. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

Krilogy Financial held 1,829 shares of Coherent worth $721K as of Q2 2026.
Krilogy Financial sold 74 Coherent shares in Q2 2026, an estimated $26.2K.
Coherent made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #501 holding.
Krilogy Financial first reported a position in Coherent in Q4 2025 and has held it in 3 quarters since.
1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.