SHP Wealth Management’s Coherent COHR Stock Holding History

SHP 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 Q1	$5.66K	Buy	24 +14	+140%	+$3.21K	﹤0.01%	1039
2025 Q4	$1.8K	Buy	+10	New	+$1.5K	﹤0.01%	1152

Other funds holding COHR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAM

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

SHP Wealth Management's COHR Position: Q1 2026 in Review

SHP Wealth Management increased its Coherent (COHR) stake by 140% in Q1 2026, buying an estimated $3.21K and bringing the position to 24 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

SHP Wealth Management first reported a position in COHR in Q4 2025 and has held it in 2 quarters since. 1,103 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

SHP Wealth Management held 24 shares of Coherent worth $5.66K as of Q1 2026.
SHP Wealth Management bought 14 Coherent shares in Q1 2026, an estimated $3.21K.
Coherent made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1039 holding.
SHP Wealth Management first reported a position in Coherent in Q4 2025 and has held it in 2 quarters since.
1,103 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.