PCS
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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
Q2 		$652K Buy
1,652
+183
+12% +$64.7K 0.09% 196
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

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

Personal CFO Solutions's COHR Position: Q2 2026 in Review

Personal CFO Solutions increased its Coherent (COHR) stake by 12% in Q2 2026, buying an estimated $64.7K and bringing the position to 1,652 shares worth $652K. The position accounts for 0.09% of the portfolio, ranked #196.

Personal CFO Solutions first reported a position in COHR in Q2 2025 and has held it in 5 quarters since. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Personal CFO Solutions held 1,652 shares of Coherent worth $652K as of Q2 2026.
  • Personal CFO Solutions bought 183 Coherent shares in Q2 2026, an estimated $64.7K.
  • Coherent made up 0.09% of Personal CFO Solutions's portfolio in Q2 2026, its #196 holding.
  • Personal CFO Solutions first reported a position in Coherent in Q2 2025 and has held it in 5 quarters since.
  • 1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.