Orion Portfolio Solutions’s Coherent COHR Stock Holding History

Orion Portfolio Solutions’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 Q1	$625K	Buy	9,619 +452	+5%	+$37.5K	0.01%	1302
2024 Q4	$868K	Sell	9,167 -355	-4%	-$35.5K	0.01%	1128
2024 Q3	$847K	Sell	9,522 -591	-6%	-$44.2K	0.01%	1131
2024 Q2	$733K	Sell	10,113 -519	-5%	-$31.2K	0.01%	1131
2024 Q1	$645K	Sell	10,632 -544	-5%	-$29.8K	0.01%	1170
2023 Q4	$473K	Sell	11,176 -1,262	-10%	-$45.5K	0.01%	1230
2023 Q3	$406K	Buy	12,438 +129	+1%	+$5.3K	﹤0.01%	1277
2023 Q2	$628K	Buy	12,309 +1,884	+18%	+$69.9K	0.01%	1133
2023 Q1	$397K	Buy	+10,425	New	+$424K	﹤0.01%	1230
2020 Q3	–	Sell	-304	Closed	-$14K	–	737
2020 Q2	$14K	Buy	+304	New	+$12.1K	﹤0.01%	1067
2020 Q1	–	Sell	-23	Closed	-$1K	–	1960
2019 Q4	$1K	Buy	+23	New	+$733	﹤0.01%	1627

Other funds holding COHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Orion Portfolio Solutions's COHR Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Coherent (COHR) stake by 4.9% in Q1 2025, buying an estimated $37.5K and bringing the position to 9,619 shares worth $625K. The position accounts for 0.01% of the portfolio, ranked #1302.

Orion Portfolio Solutions first reported a position in COHR in Q4 2019 and has held it in 11 quarters since. The position peaked at $868K in Q4 2024. 581 funds tracked by Wall St. Rank hold COHR as of Q1 2025.

Orion Portfolio Solutions held 9,619 shares of Coherent worth $625K as of Q1 2025.
Orion Portfolio Solutions bought 452 Coherent shares in Q1 2025, an estimated $37.5K.
Coherent made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1302 holding.
Orion Portfolio Solutions first reported a position in Coherent in Q4 2019 and has held it in 11 quarters since.
Orion Portfolio Solutions's Coherent position peaked at $868K in Q4 2024.
581 funds tracked by Wall St. Rank held Coherent as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.