Merit Financial Group’s Coherent COHR Stock Holding History

Merit Financial 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	$1.93M	Buy	4,884 +854	+21%	+$302K	0.01%	769
2026 Q1	$960K	Buy	4,030 +1,486	+58%	+$340K	0.01%	1000
2025 Q4	$470K	Buy	2,544 +685	+37%	+$102K	﹤0.01%	1347
2025 Q3	$200K	Sell	1,859 -1,837	-50%	-$183K	﹤0.01%	1678
2025 Q2	$330K	Buy	+3,696	New	+$266K	﹤0.01%	1287

Other funds holding COHR

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

NGM

North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

NPF

Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

JSC

Jackson Square Capital San Francisco, California $719M AUM 144.18% 1-Year Est. Return

Merit Financial Group's COHR Position: Q2 2026 in Review

Merit Financial Group increased its Coherent (COHR) stake by 21% in Q2 2026, buying an estimated $302K and bringing the position to 4,884 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #769.

Merit Financial Group first reported a position in COHR in Q2 2025 and has held it in 5 quarters since. 233 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

Merit Financial Group held 4,884 shares of Coherent worth $1.93M as of Q2 2026.
Merit Financial Group bought 854 Coherent shares in Q2 2026, an estimated $302K.
Coherent made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #769 holding.
Merit Financial Group first reported a position in Coherent in Q2 2025 and has held it in 5 quarters since.
233 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.