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Roberts Wealth Advisors’s Coherent COHR Stock Holding History

Roberts Wealth 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 		$13.9M Sell
35,172
-40
-0.1% -$14.1K 3.15% 6
2026
Q1 		$8.39M Sell
35,212
-10,433
-23% -$2.39M 2.13% 12
2025
Q4 		$8.42M Sell
45,645
-1,123
-2% -$168K 2.2% 11
2025
Q3 		$5.04M Sell
46,768
-445
-0.9% -$44.4K 1.34% 25
2025
Q2 		$4.21M Buy
47,213
+271
+0.6% +$19.5K 1.21% 30
2025
Q1 		$3.05M Buy
46,942
+19,772
+73% +$1.64M 0.94% 37
2024
Q4 		$2.62M Buy
27,170
+199
+0.7% +$19.9K 0.8% 42
2024
Q3 		$2.64M Buy
26,971
+959
+4% +$71.7K 0.85% 40
2024
Q2 		$1.95M Buy
26,012
+869
+3% +$52.2K 0.67% 46
2024
Q1 		$1.31M Buy
+25,143
New +$1.38M 0.49% 58

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

Roberts Wealth Advisors's COHR Position: Q2 2026 in Review

Roberts Wealth Advisors reduced its Coherent (COHR) stake by 0.11% in Q2 2026, selling an estimated $14.1K and leaving 35,172 shares worth $13.9M. The position accounts for 3.15% of the portfolio, ranked #6.

Roberts Wealth Advisors first reported a position in COHR in Q1 2024 and has held it in 10 quarters since. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Roberts Wealth Advisors held 35,172 shares of Coherent worth $13.9M as of Q2 2026.
  • Roberts Wealth Advisors sold 40 Coherent shares in Q2 2026, an estimated $14.1K.
  • Coherent made up 3.15% of Roberts Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Roberts Wealth Advisors first reported a position in Coherent in Q1 2024 and has held it in 10 quarters since.
  • 1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.