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 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Planning Directions's COHR Position: Q1 2026 in Review

Planning Directions increased its Coherent (COHR) stake by 3.6% in Q1 2026, buying an estimated $22.9K and bringing the position to 2,900 shares worth $691K. The position accounts for 0.35% of the portfolio, ranked #44.

Planning Directions first reported a position in COHR in Q4 2025 and has held it in 2 quarters since. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

Planning Directions held 2,900 shares of Coherent worth $691K as of Q1 2026.
Planning Directions bought 100 Coherent shares in Q1 2026, an estimated $22.9K.
Coherent made up 0.35% of Planning Directions's portfolio in Q1 2026, its #44 holding.
Planning Directions first reported a position in Coherent in Q4 2025 and has held it in 2 quarters since.
1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.