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Prevail Innovative Wealth Advisors’s Coherent COHR Stock Holding History

Prevail Innovative Wealth Advisors’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
2025
Q2 		– Sell
-37,874
Closed -$2.46M – 198
2025
Q1 		$2.46M Buy
+37,874
New +$3.14M 0.66% 51

Other funds holding COHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prevail Innovative Wealth Advisors's COHR Position: Q2 2025 in Review

Prevail Innovative Wealth Advisors sold out of Coherent (COHR) in Q2 2025, closing a stake of 37,874 shares — an estimated $2.46M sold.

Prevail Innovative Wealth Advisors first reported a position in COHR in Q1 2025 and held it in 1 quarter. The position peaked at $2.46M in Q1 2025. 645 funds tracked by Wall St. Rank hold COHR as of Q2 2025.

  • Prevail Innovative Wealth Advisors reported no remaining Coherent position as of Q2 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 37,874 Coherent shares in Q2 2025, an estimated $2.46M.
  • Prevail Innovative Wealth Advisors first reported a position in Coherent in Q1 2025 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's Coherent position peaked at $2.46M in Q1 2025.
  • 645 funds tracked by Wall St. Rank held Coherent as of Q2 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.