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Private Wealth Management Group’s Coherent COHR Stock Holding History

Private Wealth Management 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 		$36.3K Buy
92
+1
+1% +$354 0.01% 271
2026
Q1 		$21.7K Buy
91
+3
+3% +$687 0.01% 319
2025
Q4 		$16.2K Buy
88
+5
+6% +$748 ﹤0.01% 374
2025
Q3 		$8.94K Hold
83
– – ﹤0.01% 548
2025
Q2 		$7.41K Buy
83
+10
+14% +$720 ﹤0.01% 597
2025
Q1 		$4.74K Hold
73
– – ﹤0.01% 751
2024
Q4 		$6.92K Hold
73
– – ﹤0.01% 613
2024
Q3 		$6.49K Hold
73
– – ﹤0.01% 624
2024
Q2 		$5.29K Buy
73
+51
+232% +$3.07K ﹤0.01% 683
2024
Q1 		$1.33K Hold
22
– – ﹤0.01% 1149
2023
Q4 		$958 Buy
+22
New +$793 ﹤0.01% 1290

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 Wealth Management Group's COHR Position: Q2 2026 in Review

Private Wealth Management Group increased its Coherent (COHR) stake by 1.1% in Q2 2026, buying an estimated $354 and bringing the position to 92 shares worth $36.3K. The position accounts for 0.01% of the portfolio, ranked #271.

Private Wealth Management Group first reported a position in COHR in Q4 2023 and has held it in 11 quarters since. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Private Wealth Management Group held 92 shares of Coherent worth $36.3K as of Q2 2026.
  • Private Wealth Management Group bought 1 Coherent share in Q2 2026, an estimated $354.
  • Coherent made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #271 holding.
  • Private Wealth Management Group first reported a position in Coherent in Q4 2023 and has held it in 11 quarters since.
  • 1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.