Sheets Smith 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
2026
Q2
$8.28M Sell
20,988
-3,520
-14% -$1.25M 0.83% 23
2026
Q1
$5.84M Sell
24,508
-499
-2% -$114K 0.66% 37
2025
Q4
$4.62M Sell
25,007
-3,232
-11% -$483K 0.51% 45
2025
Q3
$3.04M Buy
28,239
+2,800
+11% +$279K 0.34% 72
2025
Q2
$2.27M Buy
25,439
+215
+0.9% +$15.5K 0.27% 85
2025
Q1
$1.64M Buy
25,224
+364
+1% +$30.2K 0.2% 110
2024
Q4
$2.35M Buy
24,860
+45
+0.2% +$4.5K 0.29% 83
2024
Q3
$2.21M Sell
24,815
-2,208
-8% -$165K 0.27% 90
2024
Q2
$1.96M Sell
27,023
-9
-0% -$541 0.23% 101
2024
Q1
$1.64M Buy
27,032
+9
+0% +$493 0.18% 119
2023
Q4
$1.18M Sell
27,023
-2,805
-9% -$101K 0.17% 125
2023
Q3
$974K Buy
29,828
+330
+1% +$13.5K 0.15% 138
2023
Q2
$1.5M Buy
29,498
+1,614
+6% +$59.9K 0.22% 103
2023
Q1
$1.06M Buy
27,884
+4,330
+18% +$176K 0.16% 125
2022
Q4
$827K Sell
23,554
-3,350
-12% -$117K 0.13% 151
2022
Q3
$938K Buy
26,904
+3,205
+14% +$153K 0.16% 133
2022
Q2
$1.21M Sell
23,699
-1,200
-5% -$73.2K 0.2% 110
2022
Q1
$1.8M Buy
24,899
+20
+0.1% +$1.36K 0.25% 93
2021
Q4
$1.7M Buy
24,879
+18
+0.1% +$1.13K 0.21% 110
2021
Q3
$1.48M Buy
24,861
+50
+0.2% +$3.26K 0.2% 116
2021
Q2
$1.8M Buy
24,811
+5,606
+29% +$395K 0.24% 101
2021
Q1
$1.31M Sell
19,205
-723
-4% -$59.3K 0.19% 119
2020
Q4
$1.51M Buy
19,928
+6,437
+48% +$381K 0.23% 107
2020
Q3
$547K Hold
13,491
0.1% 171
2020
Q2
$637K Sell
13,491
-500
-4% -$19.8K 0.13% 138
2020
Q1
$399K Buy
13,991
+575
+4% +$18.7K 0.08% 180
2019
Q4
$452K Buy
13,416
+3,934
+41% +$125K 0.09% 220
2019
Q3
$334K Sell
9,482
-48
-0.5% -$1.83K 0.07% 235
2019
Q2
$348K Buy
9,530
+1,350
+17% +$49.3K 0.07% 252
2019
Q1
$305K Sell
8,180
-50
-0.6% -$1.85K 0.07% 269
2018
Q4
$267K Sell
8,230
-259
-3% -$9.66K 0.07% 241
2018
Q3
$402K Buy
8,489
+98
+1% +$4.46K 0.08% 250
2018
Q2
$365K Buy
8,391
+3,166
+61% +$140K 0.09% 242
2018
Q1
$214K Sell
5,225
-7,418
-59% -$321K 0.05% 291
2017
Q4
$594K Buy
12,643
+161
+1% +$7.23K 0.14% 178
2017
Q3
$514K Buy
+12,482
New +$465K 0.13% 184

Other funds holding COHR

Sheets Smith Wealth Management's COHR Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Coherent (COHR) stake by 14% in Q2 2026, selling an estimated $1.25M and leaving 20,988 shares worth $8.28M. The position accounts for 0.83% of the portfolio, ranked #23.

Sheets Smith Wealth Management first reported a position in COHR in Q3 2017 and has held it in 36 quarters since. 1,304 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Sheets Smith Wealth Management held 20,988 shares of Coherent worth $8.28M as of Q2 2026.
  • Sheets Smith Wealth Management sold 3,520 Coherent shares in Q2 2026, an estimated $1.25M.
  • Coherent made up 0.83% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Sheets Smith Wealth Management first reported a position in Coherent in Q3 2017 and has held it in 36 quarters since.
  • 1,304 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

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