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 Q2	$432K	Sell	1,094 -536	-33%	-$190K	0.04%	258
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pinnacle Wealth Planning Services's COHR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Coherent (COHR) stake by 33% in Q2 2026, selling an estimated $190K and leaving 1,094 shares worth $432K. The position accounts for 0.04% of the portfolio, ranked #258.

Pinnacle Wealth Planning Services first reported a position in COHR in Q4 2020 and has held it in 8 quarters since. The position peaked at $450K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

Pinnacle Wealth Planning Services held 1,094 shares of Coherent worth $432K as of Q2 2026.
Pinnacle Wealth Planning Services sold 536 Coherent shares in Q2 2026, an estimated $190K.
Coherent made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #258 holding.
Pinnacle Wealth Planning Services first reported a position in Coherent in Q4 2020 and has held it in 8 quarters since.
Pinnacle Wealth Planning Services's Coherent position peaked at $450K in Q4 2025.
1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.