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 Q2	$1.72M	Buy	4,365 +48	+1%	+$17K	0.02%	342
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Mission Wealth Management increased its Coherent (COHR) stake by 1.1% in Q2 2026, buying an estimated $17K and bringing the position to 4,365 shares worth $1.72M. The position accounts for 0.02% of the portfolio, ranked #342.

Mission Wealth Management first reported a position in COHR in Q4 2020 and has held it in 20 quarters since. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

Mission Wealth Management held 4,365 shares of Coherent worth $1.72M as of Q2 2026.
Mission Wealth Management bought 48 Coherent shares in Q2 2026, an estimated $17K.
Coherent made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #342 holding.
Mission Wealth Management first reported a position in Coherent in Q4 2020 and has held it in 20 quarters since.
1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.