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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
Q2 		$466K Buy
1,181
+48
+4% +$17K 0.03% 313
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

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 $3.38T AUM 44.17% 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

Pinnacle Wealth Management Advisory Group's COHR Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Coherent (COHR) stake by 4.2% in Q2 2026, buying an estimated $17K and bringing the position to 1,181 shares worth $466K. The position accounts for 0.03% of the portfolio, ranked #313.

Pinnacle Wealth Management Advisory Group first reported a position in COHR in Q2 2023 and has held it in 11 quarters since. The position peaked at $683K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 1,181 shares of Coherent worth $466K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group bought 48 Coherent shares in Q2 2026, an estimated $17K.
  • Coherent made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #313 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Coherent in Q2 2023 and has held it in 11 quarters since.
  • Pinnacle Wealth Management Advisory Group's Coherent position peaked at $683K in Q4 2025.
  • 1,315 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.