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
2026 Q1	–	Sell	-569	Closed	-$105K	–	971
2025 Q4	$105K	Buy	+569	New	+$85.1K	﹤0.01%	819

Other funds holding COHR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return

SageView Advisory Group's COHR Position: Q1 2026 in Review

SageView Advisory Group sold out of Coherent (COHR) in Q1 2026, closing a stake of 569 shares — an estimated $105K sold.

SageView Advisory Group first reported a position in COHR in Q4 2025 and held it in 1 quarter. The position peaked at $105K in Q4 2025. 1,108 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

SageView Advisory Group reported no remaining Coherent position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 569 Coherent shares in Q1 2026, an estimated $105K.
SageView Advisory Group first reported a position in Coherent in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Coherent position peaked at $105K in Q4 2025.
1,108 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.