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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
Q1 		$259K Buy
+1,088
New +$249K 0.02% 434

Other funds holding COHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

PDS Planning's COHR Position: Q1 2026 in Review

PDS Planning opened a new position in Coherent (COHR) in Q1 2026: 1,088 shares worth $259K. The stake represents 0.02% of the portfolio and ranks #434 among its holdings.

1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • PDS Planning held 1,088 shares of Coherent worth $259K as of Q1 2026.
  • Coherent was a new PDS Planning position in Q1 2026.
  • Coherent made up 0.02% of PDS Planning's portfolio in Q1 2026, its #434 holding.
  • 1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.