N.E.W. Advisory Services’s Coherent COHR Stock Holding History

N.E.W. Advisory Services’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	$5.13K	Hold	13	–	–	﹤0.01%	737
2026 Q1	$3.1K	Hold	13	–	–	﹤0.01%	785
2025 Q4	$2.4K	Hold	13	–	–	﹤0.01%	773
2025 Q3	$1.4K	Hold	13	–	–	﹤0.01%	770
2025 Q2	$1.16K	Hold	13	–	–	﹤0.01%	783
2025 Q1	$844	Buy	+13	New	+$1.08K	﹤0.01%	873

Other funds holding COHR

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

N.E.W. Advisory Services's COHR Position: Q2 2026 in Review

N.E.W. Advisory Services held its Coherent (COHR) position steady in Q2 2026 at 13 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

N.E.W. Advisory Services first reported a position in COHR in Q1 2025 and has held it in 6 quarters since. 817 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

N.E.W. Advisory Services held 13 shares of Coherent worth $5.13K as of Q2 2026.
N.E.W. Advisory Services left its Coherent share count unchanged in Q2 2026.
Coherent made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #737 holding.
N.E.W. Advisory Services first reported a position in Coherent in Q1 2025 and has held it in 6 quarters since.
817 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.