Planning Directions’s Coherent COHR Stock Holding History

Planning Directions’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	$1.14M	Hold	2,900	–	–	0.53%	34
2026 Q1	$691K	Buy	2,900 +100	+4%	+$22.9K	0.35%	44
2025 Q4	$517K	Buy	+2,800	New	+$419K	0.26%	46

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

Planning Directions's COHR Position: Q2 2026 in Review

Planning Directions held its Coherent (COHR) position steady in Q2 2026 at 2,900 shares worth $1.14M. The position accounts for 0.53% of the portfolio, ranked #34.

Planning Directions first reported a position in COHR in Q4 2025 and has held it in 3 quarters since. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

Planning Directions held 2,900 shares of Coherent worth $1.14M as of Q2 2026.
Planning Directions left its Coherent share count unchanged in Q2 2026.
Coherent made up 0.53% of Planning Directions's portfolio in Q2 2026, its #34 holding.
Planning Directions first reported a position in Coherent in Q4 2025 and has held it in 3 quarters since.
1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.