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Optimum Investment Advisors’s Coherent COHR Stock Holding History

Optimum Investment 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
Q3 		$337K Buy
3,127
+195
+7% +$19.4K 0.13% 138
2025
Q2 		$262K Buy
2,932
+575
+24% +$41.4K 0.11% 153
2025
Q1 		$153K Sell
2,357
-2,550
-52% -$211K 0.07% 196
2024
Q4 		$465K Buy
4,907
+1,005
+26% +$101K 0.21% 101
2024
Q3 		$347K Buy
3,902
+2,800
+254% +$209K 0.15% 134
2024
Q2 		$79.9K Hold
1,102
– – 0.04% 294
2024
Q1 		$66.8K Hold
1,102
– – 0.03% 325
2023
Q4 		$48K Buy
1,102
+700
+174% +$25.2K 0.02% 358
2023
Q3 		$13.1K Hold
402
– – 0.01% 516
2023
Q2 		$20.5K Hold
402
– – 0.01% 471
2023
Q1 		$15.3K Hold
402
– – 0.01% 516
2022
Q4 		$14.1K Hold
402
– – 0.01% 531
2022
Q3 		$14K Hold
402
– – 0.01% 539
2022
Q2 		$20K Hold
402
– – 0.01% 517
2022
Q1 		$29K Hold
402
– – 0.01% 523
2021
Q4 		$27K Hold
402
– – 0.01% 554
2021
Q3 		$24K Sell
402
-350
-47% -$22.9K 0.01% 570
2021
Q2 		$55K Hold
752
– – 0.02% 484
2021
Q1 		$51K Sell
752
-300
-29% -$24.6K 0.01% 501
2020
Q4 		$80K Sell
1,052
-298
-22% -$17.7K 0.02% 397
2020
Q3 		$55K Buy
+1,350
New +$59.5K 0.02% 428

Other funds holding COHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Optimum Investment Advisors's COHR Position: Q3 2025 in Review

Optimum Investment Advisors increased its Coherent (COHR) stake by 6.7% in Q3 2025, buying an estimated $19.4K and bringing the position to 3,127 shares worth $337K. The position accounts for 0.13% of the portfolio, ranked #138.

Optimum Investment Advisors first reported a position in COHR in Q3 2020 and has held it in 21 quarters since. The position peaked at $465K in Q4 2024. 702 funds tracked by Wall St. Rank hold COHR as of Q3 2025.

  • Optimum Investment Advisors held 3,127 shares of Coherent worth $337K as of Q3 2025.
  • Optimum Investment Advisors bought 195 Coherent shares in Q3 2025, an estimated $19.4K.
  • Coherent made up 0.13% of Optimum Investment Advisors's portfolio in Q3 2025, its #138 holding.
  • Optimum Investment Advisors first reported a position in Coherent in Q3 2020 and has held it in 21 quarters since.
  • Optimum Investment Advisors's Coherent position peaked at $465K in Q4 2024.
  • 702 funds tracked by Wall St. Rank held Coherent as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.