PWMG
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Prestige Wealth Management Group’s Coherent COHR Stock Holding History

Prestige Wealth Management 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
Q1 		$42.9K Hold
180
– – 0.01% 269
2025
Q4 		$33.2K Buy
180
+23
+15% +$3.44K 0.01% 300
2025
Q3 		$16.9K Hold
157
– – ﹤0.01% 377
2025
Q2 		$14K Buy
157
+51
+48% +$3.67K ﹤0.01% 389
2025
Q1 		$6.88K Buy
106
+6
+6% +$497 ﹤0.01% 505
2024
Q4 		$9.47K Buy
+100
New +$10K ﹤0.01% 472
2022
Q4 		– Sell
-27
Closed -$1K – 1156
2022
Q3 		$1K Buy
+27
New +$1.29K ﹤0.01% 819

Other funds holding COHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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