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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
Q2 		$1.69M Buy
4,272
+847
+25% +$300K 0.03% 453
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

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

Mount Yale Investment Advisors's COHR Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Coherent (COHR) stake by 25% in Q2 2026, buying an estimated $300K and bringing the position to 4,272 shares worth $1.69M. The position accounts for 0.03% of the portfolio, ranked #453.

Mount Yale Investment Advisors first reported a position in COHR in Q2 2025 and has held it in 4 quarters since. 1,313 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Mount Yale Investment Advisors held 4,272 shares of Coherent worth $1.69M as of Q2 2026.
  • Mount Yale Investment Advisors bought 847 Coherent shares in Q2 2026, an estimated $300K.
  • Coherent made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #453 holding.
  • Mount Yale Investment Advisors first reported a position in Coherent in Q2 2025 and has held it in 4 quarters since.
  • 1,313 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.