Segment Wealth Management’s Coherent COHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-100
Closed -$7K 230
2021
Q2
$7K Hold
100
﹤0.01% 233
2021
Q1
$7K Buy
+100
New +$8.21K ﹤0.01% 228

Other funds holding COHR

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. 216 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.
  • 216 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.