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Mount Yale Investment Advisors’s Coherent COHR Stock Holding History

Mount Yale Investment Advisors’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 		$816K Buy
3,425
+2,249
+191% +$515K 0.02% 571
2025
Q4 		$217K Buy
+1,176
New +$176K 0.01% 678
2025
Q3 		– Sell
-5,875
Closed -$524K – 850
2025
Q2 		$524K Buy
+5,875
New +$423K 0.04% 331

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

Mount Yale Investment Advisors's COHR Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Coherent (COHR) stake by 191% in Q1 2026, buying an estimated $515K and bringing the position to 3,425 shares worth $816K. The position accounts for 0.02% of the portfolio, ranked #571.

Mount Yale Investment Advisors first reported a position in COHR in Q2 2025 and has held it in 3 quarters since. 1,101 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • Mount Yale Investment Advisors held 3,425 shares of Coherent worth $816K as of Q1 2026.
  • Mount Yale Investment Advisors bought 2,249 Coherent shares in Q1 2026, an estimated $515K.
  • Coherent made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #571 holding.
  • Mount Yale Investment Advisors first reported a position in Coherent in Q2 2025 and has held it in 3 quarters since.
  • 1,101 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.