MWM
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Modern Wealth Management’s Coherent COHR Stock Holding History

Modern 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 		$530K Buy
1,344
+117
+10% +$41.4K 0.01% 699
2026
Q1 		$304K Buy
1,227
+61
+5% +$14K 0.01% 709
2025
Q4 		$215K Buy
+1,166
New +$174K ﹤0.01% 794

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

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

Modern Wealth Management increased its Coherent (COHR) stake by 9.5% in Q2 2026, buying an estimated $41.4K and bringing the position to 1,344 shares worth $530K. The position accounts for 0.01% of the portfolio, ranked #699.

Modern Wealth Management first reported a position in COHR in Q4 2025 and has held it in 3 quarters since. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Modern Wealth Management held 1,344 shares of Coherent worth $530K as of Q2 2026.
  • Modern Wealth Management bought 117 Coherent shares in Q2 2026, an estimated $41.4K.
  • Coherent made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #699 holding.
  • Modern Wealth Management first reported a position in Coherent in Q4 2025 and has held it in 3 quarters since.
  • 1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.