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
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

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

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

Modern Wealth Management increased its Coherent (COHR) stake by 5.2% in Q1 2026, buying an estimated $14K and bringing the position to 1,227 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #709.

Modern Wealth Management first reported a position in COHR in Q4 2025 and has held it in 2 quarters since. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • Modern Wealth Management held 1,227 shares of Coherent worth $304K as of Q1 2026.
  • Modern Wealth Management bought 61 Coherent shares in Q1 2026, an estimated $14K.
  • Coherent made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #709 holding.
  • Modern Wealth Management first reported a position in Coherent in Q4 2025 and has held it in 2 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.