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Root Financial Partners’s Coherent COHR Stock Holding History

Root Financial Partners’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 		$299K Buy
758
+81
+12% +$28.7K 0.01% 285
2026
Q1 		$161K Buy
677
+221
+48% +$50.6K 0.01% 390
2025
Q4 		$84.2K Buy
456
+83
+22% +$12.4K ﹤0.01% 528
2025
Q3 		$40.2K Buy
+373
New +$37.2K ﹤0.01% 752

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

Root Financial Partners's COHR Position: Q2 2026 in Review

Root Financial Partners increased its Coherent (COHR) stake by 12% in Q2 2026, buying an estimated $28.7K and bringing the position to 758 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #285.

Root Financial Partners first reported a position in COHR in Q3 2025 and has held it in 4 quarters since. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Root Financial Partners held 758 shares of Coherent worth $299K as of Q2 2026.
  • Root Financial Partners bought 81 Coherent shares in Q2 2026, an estimated $28.7K.
  • Coherent made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #285 holding.
  • Root Financial Partners first reported a position in Coherent in Q3 2025 and has held it in 4 quarters since.
  • 1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.