Sigma Planning Corp’s Coherent COHR Stock Holding History

Sigma Planning Corp’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	$1.57M	Buy	6,605 +1,455	+28%	+$333K	0.04%	405
2025 Q4	$951K	Buy	+5,150	New	+$770K	0.03%	552
2021 Q3	–	Sell	-3,602	Closed	-$261K	–	1400
2021 Q2	$261K	Buy	+3,602	New	+$254K	0.01%	1158
2021 Q1	–	Sell	-3,190	Closed	-$242K	–	1342
2020 Q4	$242K	Buy	+3,190	New	+$189K	0.01%	1003

Other funds holding COHR

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $4.77B AUM 334.05% 1-Year Est. Return

Sigma Planning Corp's COHR Position: Q1 2026 in Review

Sigma Planning Corp increased its Coherent (COHR) stake by 28% in Q1 2026, buying an estimated $333K and bringing the position to 6,605 shares worth $1.57M. The position accounts for 0.04% of the portfolio, ranked #405.

Sigma Planning Corp first reported a position in COHR in Q4 2020 and has held it in 4 quarters since. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

Sigma Planning Corp held 6,605 shares of Coherent worth $1.57M as of Q1 2026.
Sigma Planning Corp bought 1,455 Coherent shares in Q1 2026, an estimated $333K.
Coherent made up 0.04% of Sigma Planning Corp's portfolio in Q1 2026, its #405 holding.
Sigma Planning Corp first reported a position in Coherent in Q4 2020 and has held it in 4 quarters since.
1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.