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 Q3	$812K	Sell	2,823 -320	-10%	-$96.1K	0.14%	66
2026 Q2	$1.24M	Buy	3,143 +54	+2%	+$19.1K	0.24%	48
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

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Norris Perne & French Grand Rapids, Michigan $2.29B AUM 28.29% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

North Growth Management Vancouver, British Columbia, Canada $743M AUM 74.29% 1-Year Est. Return

Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

Mindset Wealth Management's COHR Position: Q3 2026 in Review

Mindset Wealth Management reduced its Coherent (COHR) stake by 10% in Q3 2026, selling an estimated $96.1K and leaving 2,823 shares worth $812K. The position accounts for 0.14% of the portfolio, ranked #66.

Mindset Wealth Management first reported a position in COHR in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.24M in Q2 2026. 276 funds tracked by Wall St. Rank hold COHR as of Q3 2026.

Mindset Wealth Management held 2,823 shares of Coherent worth $812K as of Q3 2026.
Mindset Wealth Management sold 320 Coherent shares in Q3 2026, an estimated $96.1K.
Coherent made up 0.14% of Mindset Wealth Management's portfolio in Q3 2026, its #66 holding.
Mindset Wealth Management first reported a position in Coherent in Q2 2025 and has held it in 6 quarters since.
Mindset Wealth Management's Coherent position peaked at $1.24M in Q2 2026.
276 funds tracked by Wall St. Rank held Coherent as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.