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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
2026
Q2 		$3.55K Buy
9
+2
+29% +$707 ﹤0.01% 437
2026
Q1 		$1.67K Buy
7
+1
+17% +$229 ﹤0.01% 563
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principia Wealth Advisory's COHR Position: Q2 2026 in Review

Principia Wealth Advisory increased its Coherent (COHR) stake by 29% in Q2 2026, buying an estimated $707 and bringing the position to 9 shares worth $3.55K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Principia Wealth Advisory first reported a position in COHR in Q4 2024 and has held it in 7 quarters since. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Principia Wealth Advisory held 9 shares of Coherent worth $3.55K as of Q2 2026.
  • Principia Wealth Advisory bought 2 Coherent shares in Q2 2026, an estimated $707.
  • Coherent made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #437 holding.
  • Principia Wealth Advisory first reported a position in Coherent in Q4 2024 and has held it in 7 quarters since.
  • 1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.