Segment Wealth Management’s Coherent COHR Stock Holding History

Segment Wealth Management’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	$3.73M	Buy	9,461 +283	+3%	+$100K	0.19%	94
2026 Q1	$2.19M	Buy	9,178 +7,548	+463%	+$1.73M	0.13%	115
2025 Q4	$301K	Buy	+1,630	New	+$244K	0.02%	264
2025 Q3	–	Sell	-2,370	Closed	-$211K	–	288
2025 Q2	$211K	Buy	+2,370	New	+$171K	0.01%	278
2021 Q3	–	Sell	-8,377	Closed	-$608K	–	231
2021 Q2	$608K	Hold	8,377	–	–	0.07%	145
2021 Q1	$573K	Buy	+8,377	New	+$687K	0.08%	143

Other funds holding COHR

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MLCM

M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

Segment Wealth Management's COHR Position: Q2 2026 in Review

Segment Wealth Management increased its Coherent (COHR) stake by 3.1% in Q2 2026, buying an estimated $100K and bringing the position to 9,461 shares worth $3.73M. The position accounts for 0.19% of the portfolio, ranked #94.

Segment Wealth Management first reported a position in COHR in Q1 2021 and has held it in 6 quarters since. 190 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

Segment Wealth Management held 9,461 shares of Coherent worth $3.73M as of Q2 2026.
Segment Wealth Management bought 283 Coherent shares in Q2 2026, an estimated $100K.
Coherent made up 0.19% of Segment Wealth Management's portfolio in Q2 2026, its #94 holding.
Segment Wealth Management first reported a position in Coherent in Q1 2021 and has held it in 6 quarters since.
190 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.