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Schneider Downs Wealth Management Advisors’s Coherent COHR Stock Holding History

Schneider Downs Wealth Management 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 		$222K Sell
930
-405
-30% -$92.7K 0.02% 145
2025
Q4 		$246K Buy
+1,335
New +$200K 0.03% 138
2022
Q2 		– Sell
-3,333
Closed -$242K – 144
2022
Q1 		$242K Buy
+3,333
New +$227K 0.06% 128

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

Schneider Downs Wealth Management Advisors's COHR Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors reduced its Coherent (COHR) stake by 30% in Q1 2026, selling an estimated $92.7K and leaving 930 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #145.

Schneider Downs Wealth Management Advisors first reported a position in COHR in Q1 2022 and has held it in 3 quarters since. The position peaked at $246K in Q4 2025. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • Schneider Downs Wealth Management Advisors held 930 shares of Coherent worth $222K as of Q1 2026.
  • Schneider Downs Wealth Management Advisors sold 405 Coherent shares in Q1 2026, an estimated $92.7K.
  • Coherent made up 0.02% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #145 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in Coherent in Q1 2022 and has held it in 3 quarters since.
  • Schneider Downs Wealth Management Advisors's Coherent position peaked at $246K in Q4 2025.
  • 1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.