Private Advisory Group’s Coherent COHR Stock Holding History

Private Advisory 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 Q3	–	Sell	-4,002	Closed	-$1.58M	–	335
2026 Q2	$1.58M	Sell	4,002 -2,641	-40%	-$934K	0.09%	147
2026 Q1	$1.58M	Buy	6,643 +5,148	+344%	+$1.18M	0.1%	136
2025 Q4	$276K	Buy	+1,495	New	+$224K	0.02%	212

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

Private Advisory Group's COHR Position: Q3 2026 in Review

Private Advisory Group sold out of Coherent (COHR) in Q3 2026, closing a stake of 4,002 shares — an estimated $1.58M sold.

Private Advisory Group first reported a position in COHR in Q4 2025 and held it in 3 quarters. The position peaked at $1.58M in Q1 2026. 903 funds tracked by Wall St. Rank hold COHR as of Q3 2026.

Private Advisory Group reported no remaining Coherent position as of Q3 2026 after selling out during the quarter.
Private Advisory Group sold 4,002 Coherent shares in Q3 2026, an estimated $1.58M.
Private Advisory Group first reported a position in Coherent in Q4 2025 and held it in 3 quarters.
Private Advisory Group's Coherent position peaked at $1.58M in Q1 2026.
903 funds tracked by Wall St. Rank held Coherent as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.