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Mission Wealth Management’s Coherent COHR Stock Holding History

Mission 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 		$1.03M Sell
4,317
-209
-5% -$47.9K 0.02% 326
2025
Q4 		$835K Buy
4,526
+8
+0.2% +$1.2K 0.02% 373
2025
Q3 		$487K Buy
4,518
+15
+0.3% +$1.5K 0.01% 492
2025
Q2 		$402K Buy
4,503
+3
+0.1% +$216 0.01% 525
2025
Q1 		$292K Buy
4,500
+1
+0% +$83 0.01% 560
2024
Q4 		$426K Sell
4,499
-4
-0.1% -$400 0.01% 460
2024
Q3 		$400K Hold
4,503
– – 0.01% 475
2024
Q2 		$326K Sell
4,503
-1,400
-24% -$84.2K 0.01% 516
2024
Q1 		$358K Buy
5,903
+960
+19% +$52.6K 0.01% 515
2023
Q4 		$215K Buy
+4,943
New +$178K 0.01% 531
2023
Q3 		– Sell
-5,006
Closed -$255K – 554
2023
Q2 		$255K Sell
5,006
-494
-9% -$18.3K 0.01% 470
2023
Q1 		$209K Buy
+5,500
New +$224K 0.01% 500
2022
Q3 		– Sell
-5,141
Closed -$262K – 521
2022
Q2 		$262K Hold
5,141
– – 0.01% 421
2022
Q1 		$373K Hold
5,141
– – 0.02% 372
2021
Q4 		$351K Buy
5,141
+400
+8% +$25.2K 0.02% 395
2021
Q3 		$281K Hold
4,741
– – 0.01% 427
2021
Q2 		$344K Hold
4,741
– – 0.02% 365
2021
Q1 		$324K Sell
4,741
-35
-0.7% -$2.87K 0.02% 345
2020
Q4 		$363K Buy
+4,776
New +$283K 0.02% 306

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

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

Mission Wealth Management reduced its Coherent (COHR) stake by 4.6% in Q1 2026, selling an estimated $47.9K and leaving 4,317 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #326.

Mission Wealth Management first reported a position in COHR in Q4 2020 and has held it in 19 quarters since. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • Mission Wealth Management held 4,317 shares of Coherent worth $1.03M as of Q1 2026.
  • Mission Wealth Management sold 209 Coherent shares in Q1 2026, an estimated $47.9K.
  • Coherent made up 0.02% of Mission Wealth Management's portfolio in Q1 2026, its #326 holding.
  • Mission Wealth Management first reported a position in Coherent in Q4 2020 and has held it in 19 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.