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Pinnacle Wealth Planning Services’s Coherent COHR Stock Holding History

Pinnacle Wealth Planning Services’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 		$388K Sell
1,630
-809
-33% -$185K 0.04% 267
2025
Q4 		$450K Sell
2,439
-629
-21% -$94.1K 0.05% 225
2025
Q3 		$330K Sell
3,068
-138
-4% -$13.8K 0.04% 289
2025
Q2 		$286K Buy
+3,206
New +$231K 0.04% 312
2025
Q1 		– Sell
-2,662
Closed -$252K – 406
2024
Q4 		$252K Buy
2,662
+40
+2% +$4K 0.04% 302
2024
Q3 		$233K Buy
+2,622
New +$196K 0.03% 403
2021
Q1 		– Sell
-1,324
Closed -$101K – 684
2020
Q4 		$101K Buy
+1,324
New +$78.5K 0.02% 464

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 Planning Services's COHR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Coherent (COHR) stake by 33% in Q1 2026, selling an estimated $185K and leaving 1,630 shares worth $388K. The position accounts for 0.04% of the portfolio, ranked #267.

Pinnacle Wealth Planning Services first reported a position in COHR in Q4 2020 and has held it in 7 quarters since. The position peaked at $450K in Q4 2025. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,630 shares of Coherent worth $388K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 809 Coherent shares in Q1 2026, an estimated $185K.
  • Coherent made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #267 holding.
  • Pinnacle Wealth Planning Services first reported a position in Coherent in Q4 2020 and has held it in 7 quarters since.
  • Pinnacle Wealth Planning Services's Coherent position peaked at $450K in Q4 2025.
  • 1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.