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North Ridge Wealth Advisors’s Coherent COHR Stock Holding History

North Ridge 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
2025
Q2 		– Sell
-27
Closed -$1.75K – 178
2025
Q1 		$1.75K Buy
+27
New +$2.24K ﹤0.01% 144

Other funds holding COHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

North Ridge Wealth Advisors's COHR Position: Q2 2025 in Review

North Ridge Wealth Advisors sold out of Coherent (COHR) in Q2 2025, closing a stake of 27 shares — an estimated $1.75K sold.

North Ridge Wealth Advisors first reported a position in COHR in Q1 2025 and held it in 1 quarter. The position peaked at $1.75K in Q1 2025. 645 funds tracked by Wall St. Rank hold COHR as of Q2 2025.

  • North Ridge Wealth Advisors reported no remaining Coherent position as of Q2 2025 after selling out during the quarter.
  • North Ridge Wealth Advisors sold 27 Coherent shares in Q2 2025, an estimated $1.75K.
  • North Ridge Wealth Advisors first reported a position in Coherent in Q1 2025 and held it in 1 quarter.
  • North Ridge Wealth Advisors's Coherent position peaked at $1.75K in Q1 2025.
  • 645 funds tracked by Wall St. Rank held Coherent as of Q2 2025.

Based on North Ridge Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.