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Measured Wealth Private Client Group’s Coherent COHR Stock Holding History

Measured Wealth Private Client Group’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 		$17.8K Sell
45
-71
-61% -$25.1K ﹤0.01% 511
2026
Q1 		$27.6K Sell
116
-25
-18% -$5.72K 0.01% 396
2025
Q4 		$26K Buy
+141
New +$21.1K 0.01% 417
2018
Q4 		– Sell
-143
Closed -$6K – 221
2018
Q3 		$6K Buy
+143
New +$6.5K ﹤0.01% 670

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

Measured Wealth Private Client Group's COHR Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Coherent (COHR) stake by 61% in Q2 2026, selling an estimated $25.1K and leaving 45 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Measured Wealth Private Client Group first reported a position in COHR in Q3 2018 and has held it in 4 quarters since. The position peaked at $27.6K in Q1 2026. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Measured Wealth Private Client Group held 45 shares of Coherent worth $17.8K as of Q2 2026.
  • Measured Wealth Private Client Group sold 71 Coherent shares in Q2 2026, an estimated $25.1K.
  • Coherent made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #511 holding.
  • Measured Wealth Private Client Group first reported a position in Coherent in Q3 2018 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's Coherent position peaked at $27.6K in Q1 2026.
  • 1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.