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Personal CFO Solutions’s Coherent COHR Stock Holding History

Personal CFO 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
2026
Q1 		$350K Sell
1,469
-108
-7% -$24.7K 0.05% 328
2025
Q4 		$291K Sell
1,577
-909
-37% -$136K 0.05% 377
2025
Q3 		$268K Sell
2,486
-1,292
-34% -$129K 0.05% 383
2025
Q2 		$337K Buy
+3,778
New +$272K 0.06% 297

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

Personal CFO Solutions's COHR Position: Q1 2026 in Review

Personal CFO Solutions reduced its Coherent (COHR) stake by 6.8% in Q1 2026, selling an estimated $24.7K and leaving 1,469 shares worth $350K. The position accounts for 0.05% of the portfolio, ranked #328.

Personal CFO Solutions first reported a position in COHR in Q2 2025 and has held it in 4 quarters since. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • Personal CFO Solutions held 1,469 shares of Coherent worth $350K as of Q1 2026.
  • Personal CFO Solutions sold 108 Coherent shares in Q1 2026, an estimated $24.7K.
  • Coherent made up 0.05% of Personal CFO Solutions's portfolio in Q1 2026, its #328 holding.
  • Personal CFO Solutions first reported a position in Coherent in Q2 2025 and has held it in 4 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.