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Private Wealth Asset Management’s Coherent COHR Stock Holding History

Private Wealth Asset Management’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
Q1 		– Sell
-2
Closed -$369 – 971
2025
Q4 		$369 Hold
2
– – ﹤0.01% 909
2025
Q3 		$215 Hold
2
– – ﹤0.01% 972
2025
Q2 		$178 Hold
2
– – ﹤0.01% 999
2025
Q1 		$130 Buy
+2
New +$166 ﹤0.01% 1144

Other funds holding COHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
NC
Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return

Private Wealth Asset Management's COHR Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Coherent (COHR) in Q1 2026, closing a stake of 2 shares — an estimated $369 sold.

Private Wealth Asset Management first reported a position in COHR in Q1 2025 and held it in 4 quarters. The position peaked at $369 in Q4 2025. 1,108 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • Private Wealth Asset Management reported no remaining Coherent position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 2 Coherent shares in Q1 2026, an estimated $369.
  • Private Wealth Asset Management first reported a position in Coherent in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's Coherent position peaked at $369 in Q4 2025.
  • 1,108 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.