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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
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

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

Mindset Wealth Management's COHR Position: Q2 2026 in Review

Mindset Wealth Management increased its Coherent (COHR) stake by 1.7% in Q2 2026, buying an estimated $19.1K and bringing the position to 3,143 shares worth $1.24M. The position accounts for 0.24% of the portfolio, ranked #48.

Mindset Wealth Management first reported a position in COHR in Q2 2025 and has held it in 5 quarters since. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Mindset Wealth Management held 3,143 shares of Coherent worth $1.24M as of Q2 2026.
  • Mindset Wealth Management bought 54 Coherent shares in Q2 2026, an estimated $19.1K.
  • Coherent made up 0.24% of Mindset Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Mindset Wealth Management first reported a position in Coherent in Q2 2025 and has held it in 5 quarters since.
  • 1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.