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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

Roberts Wealth Advisors's COHR Position: Q1 2026 in Review

Roberts Wealth Advisors reduced its Coherent (COHR) stake by 23% in Q1 2026, selling an estimated $2.39M and leaving 35,212 shares worth $8.39M. The position accounts for 2.13% of the portfolio, ranked #12.

Roberts Wealth Advisors first reported a position in COHR in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.42M in Q4 2025. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • Roberts Wealth Advisors held 35,212 shares of Coherent worth $8.39M as of Q1 2026.
  • Roberts Wealth Advisors sold 10,433 Coherent shares in Q1 2026, an estimated $2.39M.
  • Coherent made up 2.13% of Roberts Wealth Advisors's portfolio in Q1 2026, its #12 holding.
  • Roberts Wealth Advisors first reported a position in Coherent in Q1 2024 and has held it in 9 quarters since.
  • Roberts Wealth Advisors's Coherent position peaked at $8.42M in Q4 2025.
  • 1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.