SAG
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SageView Advisory Group’s Coherent COHR Stock Holding History

SageView Advisory Group’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
2025
Q4 		$105K Buy
+569
New +$85.1K ﹤0.01% 819

Other funds holding COHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SageView Advisory Group's COHR Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Coherent (COHR) in Q4 2025: 569 shares worth $105K. The stake represents ﹤0.01% of the portfolio and ranks #819 among its holdings.

899 funds tracked by Wall St. Rank hold COHR as of Q4 2025.

  • SageView Advisory Group held 569 shares of Coherent worth $105K as of Q4 2025.
  • Coherent was a new SageView Advisory Group position in Q4 2025.
  • Coherent made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #819 holding.
  • 899 funds tracked by Wall St. Rank held Coherent as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.