Smith Group Asset Management’s Coherent COHR Stock Holding History

Smith Group Asset 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	$2.49M	Sell	10,450 -3,200	-23%	-$733K	0.13%	54
2025 Q4	$2.52M	Sell	13,650 -13,800	-50%	-$2.06M	0.13%	54
2025 Q3	$2.96M	Sell	27,450 -4,550	-14%	-$454K	0.17%	49
2025 Q2	$2.85M	Hold	32,000	–	–	0.19%	51
2025 Q1	$2.08M	Hold	32,000	–	–	0.16%	59
2024 Q4	$3.03M	Buy	+32,000	New	+$3.2M	0.22%	53
2021 Q2	–	Sell	-325,555	Closed	-$22.3M	–	372
2021 Q1	$22.3M	Sell	325,555 -11,694	-3%	-$960K	1.18%	32
2020 Q4	$25.7M	Buy	+337,249	New	+$20M	1.49%	23

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

Smith Group Asset Management's COHR Position: Q1 2026 in Review

Smith Group Asset Management reduced its Coherent (COHR) stake by 23% in Q1 2026, selling an estimated $733K and leaving 10,450 shares worth $2.49M. The position accounts for 0.13% of the portfolio, ranked #54.

Smith Group Asset Management first reported a position in COHR in Q4 2020 and has held it in 8 quarters since. The position peaked at $25.7M in Q4 2020. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

Smith Group Asset Management held 10,450 shares of Coherent worth $2.49M as of Q1 2026.
Smith Group Asset Management sold 3,200 Coherent shares in Q1 2026, an estimated $733K.
Coherent made up 0.13% of Smith Group Asset Management's portfolio in Q1 2026, its #54 holding.
Smith Group Asset Management first reported a position in Coherent in Q4 2020 and has held it in 8 quarters since.
Smith Group Asset Management's Coherent position peaked at $25.7M in Q4 2020.
1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Smith Group Asset Management's 13F filing for Q1 2026, filed 18 May 2026.