NFSG
COHR icon

Newbridge Financial Services Group’s Coherent COHR Stock Holding History

Newbridge Financial Services Group’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 		$365K Sell
925
-510
-36% -$180K 0.05% 187
2026
Q1 		$342K Sell
1,435
-325
-18% -$74.4K 0.06% 170
2025
Q4 		$325K Sell
1,760
-450
-20% -$67.3K 0.05% 174
2025
Q3 		$238K Hold
2,210
– – 0.04% 266
2025
Q2 		$197K Buy
2,210
+500
+29% +$36K 0.03% 291
2025
Q1 		$111K Sell
1,710
-150
-8% -$12.4K 0.03% 251
2024
Q4 		$176K Sell
1,860
-40
-2% -$4K 0.05% 220
2024
Q3 		$169K Sell
1,900
-1,172
-38% -$87.6K 0.06% 164
2024
Q2 		$223K Hold
3,072
– – 0.08% 171
2024
Q1 		$186K Buy
+3,072
New +$168K 0.08% 200
2023
Q4 		– Sell
-5,902
Closed -$193K – 1197
2023
Q3 		$193K Buy
5,902
+522
+10% +$21.4K 0.1% 194
2023
Q2 		$274K Sell
5,380
-250
-4% -$9.28K 0.13% 161
2023
Q1 		$214K Hold
5,630
– – 0.11% 176
2022
Q4 		$198K Sell
5,630
-800
-12% -$27.8K 0.11% 180
2022
Q3 		$224K Buy
6,430
+1,730
+37% +$82.8K 0.13% 170
2022
Q2 		$239K Buy
4,700
+1,010
+27% +$61.6K 0.15% 143
2022
Q1 		$267K Buy
3,690
+250
+7% +$17K 0.13% 150
2021
Q4 		$235K Buy
3,440
+190
+6% +$12K 0.11% 184
2021
Q3 		$193K Sell
3,250
-600
-16% -$39.2K 0.12% 177
2021
Q2 		$279K Buy
3,850
+890
+30% +$62.6K 0.17% 132
2021
Q1 		$202K Buy
2,960
+2,440
+469% +$200K 0.15% 156
2020
Q4 		$39K Buy
520
+410
+373% +$24.3K 0.03% 385
2020
Q3 		$4K Buy
+110
New +$4.85K ﹤0.01% 836

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 $3.37T AUM 44.26% 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

Newbridge Financial Services Group's COHR Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its Coherent (COHR) stake by 36% in Q2 2026, selling an estimated $180K and leaving 925 shares worth $365K. The position accounts for 0.05% of the portfolio, ranked #187.

Newbridge Financial Services Group first reported a position in COHR in Q3 2020 and has held it in 23 quarters since. 1,304 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Newbridge Financial Services Group held 925 shares of Coherent worth $365K as of Q2 2026.
  • Newbridge Financial Services Group sold 510 Coherent shares in Q2 2026, an estimated $180K.
  • Coherent made up 0.05% of Newbridge Financial Services Group's portfolio in Q2 2026, its #187 holding.
  • Newbridge Financial Services Group first reported a position in Coherent in Q3 2020 and has held it in 23 quarters since.
  • 1,304 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.