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Simplicity Wealth’s Coherent COHR Stock Holding History

Simplicity Wealth’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 		$401K Buy
+1,017
New +$360K 0.01% 720
2026
Q1 		– Sell
-1,426
Closed -$263K – 762
2025
Q4 		$263K Buy
+1,426
New +$213K 0.02% 601

Other funds holding COHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Simplicity Wealth's COHR Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Coherent (COHR) in Q2 2026: 1,017 shares worth $401K. The stake represents 0.01% of the portfolio and ranks #720 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in COHR as recently as Q4 2025.

Simplicity Wealth first reported a position in COHR in Q4 2025 and has held it in 2 quarters since. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Simplicity Wealth held 1,017 shares of Coherent worth $401K as of Q2 2026.
  • Coherent was a new Simplicity Wealth position in Q2 2026.
  • Coherent made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #720 holding.
  • Simplicity Wealth first reported a position in Coherent in Q4 2025 and has held it in 2 quarters since.
  • 1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.