Needham Investment Management’s Coherent COHR Stock Holding History

Needham Investment Management’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	$25.1M	Sell	105,500 -32,000	-23%	-$7.33M	1.28%	19
2025 Q4	$25.4M	Sell	137,500 -28,000	-17%	-$4.19M	1.6%	14
2025 Q3	$17.8M	Sell	165,500 -500	-0.3%	-$49.8K	1.24%	26
2025 Q2	$14.8M	Hold	166,000	–	–	1.18%	26
2025 Q1	$10.8M	Sell	166,000 -500	-0.3%	-$41.4K	1.01%	34
2024 Q4	$15.8M	Sell	166,500 -2,000	-1%	-$200K	1.22%	27
2024 Q3	$15M	Sell	168,500 -4,500	-3%	-$336K	1.15%	31
2024 Q2	$12.5M	Sell	173,000 -10,000	-5%	-$601K	1.03%	30
2024 Q1	$11.1M	Hold	183,000	–	–	1.03%	28
2023 Q4	$7.97M	Buy	183,000 +5,500	+3%	+$198K	1.01%	29
2023 Q3	$5.79M	Sell	177,500 -15,000	-8%	-$616K	0.99%	28
2023 Q2	$9.81M	Sell	192,500 -31,000	-14%	-$1.15M	1.62%	18
2023 Q1	$8.51M	Sell	223,500 -40,000	-15%	-$1.63M	1.47%	22
2022 Q4	$9.25M	Buy	263,500 +70,500	+37%	+$2.45M	1.67%	20
2022 Q3	$6.73M	Sell	193,000 -23,000	-11%	-$1.1M	1.32%	25
2022 Q2	$11M	Sell	216,000 -89,000	-29%	-$5.43M	2.06%	14
2022 Q1	$22.1M	Buy	305,000 +45,000	+17%	+$3.06M	3.2%	6
2021 Q4	$17.8M	Buy	260,000 +22,000	+9%	+$1.38M	2.23%	10
2021 Q3	$14.1M	Buy	238,000 +25,000	+12%	+$1.63M	1.89%	13
2021 Q2	$15.5M	Buy	213,000 +43,000	+25%	+$3.03M	2.26%	12
2021 Q1	$11.6M	Hold	170,000	–	–	1.59%	20
2020 Q4	$12.9M	Sell	170,000 -32,500	-16%	-$1.93M	2.17%	13
2020 Q3	$8.21M	Buy	202,500 +17,500	+9%	+$771K	1.64%	21
2020 Q2	$8.74M	Sell	185,000 -285,600	-61%	-$11.3M	1.87%	17
2020 Q1	$13.4M	Buy	470,600 +40,000	+9%	+$1.3M	3.8%	5
2019 Q4	$14.5M	Buy	430,600 +214,000	+99%	+$6.82M	3.95%	5
2019 Q3	$7.63M	Buy	216,600 +56,000	+35%	+$2.13M	2.45%	15
2019 Q2	$5.87M	Sell	160,600 -8,000	-5%	-$292K	1.94%	19
2019 Q1	$6.28M	Sell	168,600 -7,500	-4%	-$277K	2.13%	17
2018 Q4	$5.72M	Sell	176,100 -3,400	-2%	-$127K	2.14%	18
2018 Q3	$8.49M	Buy	179,500 +7,500	+4%	+$341K	2.56%	13
2018 Q2	$7.47M	Hold	172,000	–	–	2.1%	18
2018 Q1	$7.04M	Buy	172,000 +2,000	+1%	+$86.6K	2.01%	18
2017 Q4	$7.98M	Hold	170,000	–	–	2.12%	18
2017 Q3	$7M	Hold	170,000	–	–	1.77%	20
2017 Q2	$5.83M	Hold	170,000	–	–	1.55%	24
2017 Q1	$6.13M	Hold	170,000	–	–	1.58%	23
2016 Q4	$5.04M	Hold	170,000	–	–	1.29%	25
2016 Q3	$4.14M	Hold	170,000	–	–	1.09%	31
2016 Q2	$3.19M	Hold	170,000	–	–	0.88%	34
2016 Q1	$3.69M	Hold	170,000	–	–	0.96%	32
2015 Q4	$3.16M	Sell	170,000 -170,000	-50%	-$3.07M	0.79%	39
2015 Q3	$5.47M	Sell	340,000 -60,000	-15%	-$1.03M	1.37%	25
2015 Q2	$7.59M	Sell	400,000 -91,000	-19%	-$1.7M	1.65%	22
2015 Q1	$9.06M	Buy	491,000 +12,850	+3%	+$212K	1.93%	18
2014 Q4	$6.53M	Sell	478,150 -105,850	-18%	-$1.38M	1.37%	24
2014 Q3	$6.87M	Buy	584,000 +110,000	+23%	+$1.5M	1.52%	22
2014 Q2	$6.85M	Hold	474,000	–	–	1.43%	25
2014 Q1	$7.31M	Buy	474,000 +40,500	+9%	+$652K	1.55%	25
2013 Q4	$7.62M	Buy	433,500 +102,000	+31%	+$1.74M	1.58%	24
2013 Q3	$6.23M	Sell	331,500 -17,500	-5%	-$325K	1.39%	25
2013 Q2	$5.67M	Buy	+349,000	New	+$5.72M	1.33%	28

Other funds holding COHR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Needham Investment Management's COHR Position: Q1 2026 in Review

Needham Investment Management reduced its Coherent (COHR) stake by 23% in Q1 2026, selling an estimated $7.33M and leaving 105,500 shares worth $25.1M. The position accounts for 1.28% of the portfolio, ranked #19.

Needham Investment Management first reported a position in COHR in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.4M in Q4 2025. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

Needham Investment Management held 105,500 shares of Coherent worth $25.1M as of Q1 2026.
Needham Investment Management sold 32,000 Coherent shares in Q1 2026, an estimated $7.33M.
Coherent made up 1.28% of Needham Investment Management's portfolio in Q1 2026, its #19 holding.
Needham Investment Management first reported a position in Coherent in Q2 2013 and has held it in 52 quarters since.
Needham Investment Management's Coherent position peaked at $25.4M in Q4 2025.
1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Needham Investment Management's 13F filing for Q1 2026, filed 15 May 2026.