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PDS Planning’s Coherent COHR Stock Holding History

PDS Planning’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 		$490K Buy
1,242
+154
+14% +$54.5K 0.03% 303
2026
Q1 		$259K Buy
+1,088
New +$249K 0.02% 434

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

PDS Planning's COHR Position: Q2 2026 in Review

PDS Planning increased its Coherent (COHR) stake by 14% in Q2 2026, buying an estimated $54.5K and bringing the position to 1,242 shares worth $490K. The position accounts for 0.03% of the portfolio, ranked #303.

PDS Planning 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.

  • PDS Planning held 1,242 shares of Coherent worth $490K as of Q2 2026.
  • PDS Planning bought 154 Coherent shares in Q2 2026, an estimated $54.5K.
  • Coherent made up 0.03% of PDS Planning's portfolio in Q2 2026, its #303 holding.
  • PDS Planning 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 PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.