Principal Securities’s Coherent COHR Stock Holding History

Principal Securities’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 Q3	$300K	Sell	1,043 -1,304	-56%	-$392K	﹤0.01%	1318
2026 Q2	$926K	Buy	2,347 +30	+1%	+$10.6K	0.01%	811
2026 Q1	$552K	Buy	+2,317	New	+$531K	0.01%	946
2025 Q4	–	Sell	-305	Closed	-$32.9K	–	1753
2025 Q3	$32.9K	Sell	305 -7	-2%	-$698	﹤0.01%	2161
2025 Q2	$27.8K	Buy	312 +162	+108%	+$11.7K	﹤0.01%	2172
2025 Q1	$14.2K	Hold	150	–	–	﹤0.01%	2383
2024 Q4	$14.2K	Buy	150 +96	+178%	+$9.6K	﹤0.01%	2379
2024 Q3	$4.8K	Buy	+54	New	+$4.04K	﹤0.01%	2688

Other funds holding COHR

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Securities's COHR Position: Q3 2026 in Review

Principal Securities reduced its Coherent (COHR) stake by 56% in Q3 2026, selling an estimated $392K and leaving 1,043 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Principal Securities first reported a position in COHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $926K in Q2 2026. 903 funds tracked by Wall St. Rank hold COHR as of Q3 2026.

Principal Securities held 1,043 shares of Coherent worth $300K as of Q3 2026.
Principal Securities sold 1,304 Coherent shares in Q3 2026, an estimated $392K.
Coherent made up ﹤0.01% of Principal Securities's portfolio in Q3 2026, its #1318 holding.
Principal Securities first reported a position in Coherent in Q3 2024 and has held it in 8 quarters since.
Principal Securities's Coherent position peaked at $926K in Q2 2026.
903 funds tracked by Wall St. Rank held Coherent as of Q3 2026.

Based on Principal Securities's 13F filing for Q3 2026, filed 12 Nov 2026.