NWWA
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New Wave Wealth Advisors’s Coherent COHR Stock Holding History

New Wave Wealth 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 		– Sell
-6,441
Closed -$1.19M – 194
2025
Q4 		$1.19M Buy
6,441
+237
+4% +$35.5K 0.43% 48
2025
Q3 		$668K Buy
6,204
+108
+2% +$10.8K 0.26% 70
2025
Q2 		$544K Buy
+6,096
New +$439K 0.23% 69

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

New Wave Wealth Advisors's COHR Position: Q1 2026 in Review

New Wave Wealth Advisors sold out of Coherent (COHR) in Q1 2026, closing a stake of 6,441 shares — an estimated $1.19M sold.

New Wave Wealth Advisors first reported a position in COHR in Q2 2025 and held it in 3 quarters. The position peaked at $1.19M in Q4 2025. 1,101 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • New Wave Wealth Advisors reported no remaining Coherent position as of Q1 2026 after selling out during the quarter.
  • New Wave Wealth Advisors sold 6,441 Coherent shares in Q1 2026, an estimated $1.19M.
  • New Wave Wealth Advisors first reported a position in Coherent in Q2 2025 and held it in 3 quarters.
  • New Wave Wealth Advisors's Coherent position peaked at $1.19M in Q4 2025.
  • 1,101 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on New Wave Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.