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Mark Sheptoff Financial Planning’s Coherent COHR Stock Holding History

Mark Sheptoff Financial Planning’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 		$39.4K Buy
+100
New +$35.4K 0.02% 205

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

Mark Sheptoff Financial Planning's COHR Position: Q2 2026 in Review

Mark Sheptoff Financial Planning opened a new position in Coherent (COHR) in Q2 2026: 100 shares worth $39.4K. The stake represents 0.02% of the portfolio and ranks #205 among its holdings.

1,304 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Mark Sheptoff Financial Planning held 100 shares of Coherent worth $39.4K as of Q2 2026.
  • Coherent was a new Mark Sheptoff Financial Planning position in Q2 2026.
  • Coherent made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #205 holding.
  • 1,304 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.