PWMAG
COHR icon

Pinnacle Wealth Management Advisory Group’s Coherent COHR Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$270K Sell
1,133
-2,570
-69% -$589K 0.02% 441
2025
Q4 		$683K Buy
3,703
+23
+0.6% +$3.44K 0.05% 212
2025
Q3 		$396K Hold
3,680
– – 0.03% 268
2025
Q2 		$328K Buy
3,680
+475
+15% +$34.2K 0.03% 283
2025
Q1 		$208K Buy
3,205
+215
+7% +$17.8K 0.02% 340
2024
Q4 		$283K Sell
2,990
-370
-11% -$37K 0.03% 287
2024
Q3 		$299K Sell
3,360
-330
-9% -$24.7K 0.03% 281
2024
Q2 		$267K Sell
3,690
-710
-16% -$42.7K 0.03% 285
2024
Q1 		$267K Buy
+4,400
New +$241K 0.03% 284
2023
Q3 		– Sell
-4,375
Closed -$223K – 322
2023
Q2 		$223K Buy
+4,375
New +$162K 0.03% 293

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

Pinnacle Wealth Management Advisory Group's COHR Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Coherent (COHR) stake by 69% in Q1 2026, selling an estimated $589K and leaving 1,133 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #441.

Pinnacle Wealth Management Advisory Group first reported a position in COHR in Q2 2023 and has held it in 10 quarters since. The position peaked at $683K in Q4 2025. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 1,133 shares of Coherent worth $270K as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group sold 2,570 Coherent shares in Q1 2026, an estimated $589K.
  • Coherent made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #441 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Coherent in Q2 2023 and has held it in 10 quarters since.
  • Pinnacle Wealth Management Advisory Group's Coherent position peaked at $683K in Q4 2025.
  • 1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.