Root Financial Partners
COHR icon

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
Q3 		$213K Sell
740
-18
-2% -$5.4K 0.01% 420
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Root Financial Partners's COHR Position: Q3 2026 in Review

Root Financial Partners reduced its Coherent (COHR) stake by 2.4% in Q3 2026, selling an estimated $5.4K and leaving 740 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #420.

Root Financial Partners first reported a position in COHR in Q3 2025 and has held it in 5 quarters since. The position peaked at $299K in Q2 2026. 1,050 funds tracked by Wall St. Rank hold COHR as of Q3 2026.

  • Root Financial Partners held 740 shares of Coherent worth $213K as of Q3 2026.
  • Root Financial Partners sold 18 Coherent shares in Q3 2026, an estimated $5.4K.
  • Coherent made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #420 holding.
  • Root Financial Partners first reported a position in Coherent in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Coherent position peaked at $299K in Q2 2026.
  • 1,050 funds tracked by Wall St. Rank held Coherent as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.