Montag & Associates’s Cohu COHU Stock Holding History

Montag & Associates’s Portfolio COHU Stock Details COHU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.57K	Sell	21 -6	-22%	-$300	﹤0.01%	888
2026 Q1	$825	Buy	+27	New	+$793	﹤0.01%	907

Other funds holding COHU

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Montag & Associates reduced its Cohu (COHU) stake by 22% in Q2 2026, selling an estimated $300 and leaving 21 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Montag & Associates first reported a position in COHU in Q1 2026 and has held it in 2 quarters since. 348 funds tracked by Wall St. Rank hold COHU as of Q2 2026.

Montag & Associates held 21 shares of Cohu worth $1.57K as of Q2 2026.
Montag & Associates sold 6 Cohu shares in Q2 2026, an estimated $300.
Cohu made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #888 holding.
Montag & Associates first reported a position in Cohu in Q1 2026 and has held it in 2 quarters since.
348 funds tracked by Wall St. Rank held Cohu as of Q2 2026.

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