MWM
COHR icon

Mindset Wealth Management’s Coherent COHR Stock Holding History

Mindset Wealth Management’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
Q1 		$736K Sell
3,089
-1,418
-31% -$325K 0.2% 63
2025
Q4 		$832K Buy
4,507
+276
+7% +$41.3K 0.22% 49
2025
Q3 		$456K Buy
4,231
+467
+12% +$46.6K 0.12% 90
2025
Q2 		$336K Buy
+3,764
New +$271K 0.11% 103

Other funds holding COHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

Mindset Wealth Management's COHR Position: Q1 2026 in Review

Mindset Wealth Management reduced its Coherent (COHR) stake by 31% in Q1 2026, selling an estimated $325K and leaving 3,089 shares worth $736K. The position accounts for 0.2% of the portfolio, ranked #63.

Mindset Wealth Management first reported a position in COHR in Q2 2025 and has held it in 4 quarters since. The position peaked at $832K in Q4 2025. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • Mindset Wealth Management held 3,089 shares of Coherent worth $736K as of Q1 2026.
  • Mindset Wealth Management sold 1,418 Coherent shares in Q1 2026, an estimated $325K.
  • Coherent made up 0.2% of Mindset Wealth Management's portfolio in Q1 2026, its #63 holding.
  • Mindset Wealth Management first reported a position in Coherent in Q2 2025 and has held it in 4 quarters since.
  • Mindset Wealth Management's Coherent position peaked at $832K in Q4 2025.
  • 1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.