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Montag & Associates’s Coherent COHR Stock Holding History

Montag & Associates’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 		$768 Sell
2
-4
-67% -$1.42K ﹤0.01% 936
2026
Q1 		$1.36K Sell
6
-1
-14% -$229 ﹤0.01% 875
2025
Q4 		$1.28K Buy
+7
New +$1.05K ﹤0.01% 905
2022
Q4 		– Sell
-1,395
Closed -$49K – 957
2022
Q3 		$49K Hold
1,395
– – ﹤0.01% 535
2022
Q2 		$71K Hold
1,395
– – ﹤0.01% 475
2022
Q1 		$101K Sell
1,395
-301
-18% -$20.5K 0.01% 465
2021
Q4 		$116K Buy
+1,696
New +$107K 0.01% 449

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 $3.38T AUM 44.17% 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

Montag & Associates's COHR Position: Q2 2026 in Review

Montag & Associates reduced its Coherent (COHR) stake by 67% in Q2 2026, selling an estimated $1.42K and leaving 2 shares worth $768. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Montag & Associates first reported a position in COHR in Q4 2021 and has held it in 7 quarters since. The position peaked at $116K in Q4 2021. 1,315 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Montag & Associates held 2 shares of Coherent worth $768 as of Q2 2026.
  • Montag & Associates sold 4 Coherent shares in Q2 2026, an estimated $1.42K.
  • Coherent made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #936 holding.
  • Montag & Associates first reported a position in Coherent in Q4 2021 and has held it in 7 quarters since.
  • Montag & Associates's Coherent position peaked at $116K in Q4 2021.
  • 1,315 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.