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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
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

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

Private Advisory Group's COHR Position: Q2 2026 in Review

Private Advisory Group reduced its Coherent (COHR) stake by 40% in Q2 2026, selling an estimated $934K and leaving 4,002 shares worth $1.58M. The position accounts for 0.09% of the portfolio, ranked #147.

Private Advisory Group first reported a position in COHR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.58M in Q1 2026. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Private Advisory Group held 4,002 shares of Coherent worth $1.58M as of Q2 2026.
  • Private Advisory Group sold 2,641 Coherent shares in Q2 2026, an estimated $934K.
  • Coherent made up 0.09% of Private Advisory Group's portfolio in Q2 2026, its #147 holding.
  • Private Advisory Group first reported a position in Coherent in Q4 2025 and has held it in 3 quarters since.
  • Private Advisory Group's Coherent position peaked at $1.58M in Q1 2026.
  • 1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.