Optimize Financial’s Coherent COHR Stock Holding History

Optimize Financial’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	$4.67M	Sell	11,847 -41	-0.3%	-$14.5K	1.68%	13
2026 Q1	$2.83M	Buy	+11,888	New	+$2.72M	1.39%	18

Other funds holding COHR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Optimize Financial's COHR Position: Q2 2026 in Review

Optimize Financial reduced its Coherent (COHR) stake by 0.34% in Q2 2026, selling an estimated $14.5K and leaving 11,847 shares worth $4.67M. The position accounts for 1.68% of the portfolio, ranked #13.

Optimize Financial first reported a position in COHR in Q1 2026 and has held it in 2 quarters since. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

Optimize Financial held 11,847 shares of Coherent worth $4.67M as of Q2 2026.
Optimize Financial sold 41 Coherent shares in Q2 2026, an estimated $14.5K.
Coherent made up 1.68% of Optimize Financial's portfolio in Q2 2026, its #13 holding.
Optimize Financial first reported a position in Coherent in Q1 2026 and has held it in 2 quarters since.
1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.