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Legacy Financial Advisors’s Coherent COHR Stock Holding History

Legacy Financial 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 		$204K Buy
+516
New +$183K 0.02% 423
2019
Q2 		– Sell
-59
Closed -$2K – 281
2019
Q1 		$2K Hold
59
– – ﹤0.01% 889
2018
Q4 		$2K Buy
+59
New +$2.2K ﹤0.01% 835

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 $3.37T AUM 44.26% 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

Legacy Financial Advisors's COHR Position: Q2 2026 in Review

Legacy Financial Advisors opened a new position in Coherent (COHR) in Q2 2026: 516 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #423 among its holdings. This is a return to the name: Legacy Financial Advisors previously reported a position in COHR as recently as Q1 2019.

Legacy Financial Advisors first reported a position in COHR in Q4 2018 and has held it in 3 quarters since. 1,311 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Legacy Financial Advisors held 516 shares of Coherent worth $204K as of Q2 2026.
  • Coherent was a new Legacy Financial Advisors position in Q2 2026.
  • Coherent made up 0.02% of Legacy Financial Advisors's portfolio in Q2 2026, its #423 holding.
  • Legacy Financial Advisors first reported a position in Coherent in Q4 2018 and has held it in 3 quarters since.
  • 1,311 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.