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Quantum Financial Advisors’s Coherent COHR Stock Holding History

Quantum Financial Advisors’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 		$382K Sell
968
-9
-0.9% -$3.18K 0.04% 154
2026
Q1 		$233K Buy
+977
New +$224K 0.03% 206

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

Quantum Financial Advisors's COHR Position: Q2 2026 in Review

Quantum Financial Advisors reduced its Coherent (COHR) stake by 0.92% in Q2 2026, selling an estimated $3.18K and leaving 968 shares worth $382K. The position accounts for 0.04% of the portfolio, ranked #154.

Quantum Financial Advisors first reported a position in COHR in Q1 2026 and has held it in 2 quarters since. 1,304 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Quantum Financial Advisors held 968 shares of Coherent worth $382K as of Q2 2026.
  • Quantum Financial Advisors sold 9 Coherent shares in Q2 2026, an estimated $3.18K.
  • Coherent made up 0.04% of Quantum Financial Advisors's portfolio in Q2 2026, its #154 holding.
  • Quantum Financial Advisors first reported a position in Coherent in Q1 2026 and has held it in 2 quarters since.
  • 1,304 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.