Principia Wealth Advisory’s Coherent COHR Stock Holding History

Principia Wealth Advisory’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 Q4	$1.11K	Buy	6 +1	+20%	+$150	﹤0.01%	639
2025 Q3	$539	Buy	5 +1	+25%	+$100	﹤0.01%	783
2025 Q2	$357	Sell	4 -9	-69%	-$648	﹤0.01%	810
2025 Q1	$820	Buy	13 +9	+225%	+$746	﹤0.01%	443
2024 Q4	$379	Buy	+4	New	+$400	﹤0.01%	622

Other funds holding COHR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Principia Wealth Advisory's COHR Position: Q4 2025 in Review

Principia Wealth Advisory increased its Coherent (COHR) stake by 20% in Q4 2025, buying an estimated $150 and bringing the position to 6 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Principia Wealth Advisory first reported a position in COHR in Q4 2024 and has held it in 5 quarters since. 899 funds tracked by Wall St. Rank hold COHR as of Q4 2025.

Principia Wealth Advisory held 6 shares of Coherent worth $1.11K as of Q4 2025.
Principia Wealth Advisory bought 1 Coherent share in Q4 2025, an estimated $150.
Coherent made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #639 holding.
Principia Wealth Advisory first reported a position in Coherent in Q4 2024 and has held it in 5 quarters since.
899 funds tracked by Wall St. Rank held Coherent as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.