Summit Financial’s Coherent COHR Stock Holding History

Summit Financial’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	$1.08M	Buy	4,531 +3,380	+294%	+$774K	0.01%	749
2025 Q4	$212K	Buy	+1,151	New	+$172K	﹤0.01%	1229

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

Summit Financial's COHR Position: Q1 2026 in Review

Summit Financial increased its Coherent (COHR) stake by 294% in Q1 2026, buying an estimated $774K and bringing the position to 4,531 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #749.

Summit Financial first reported a position in COHR in Q4 2025 and has held it in 2 quarters since. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

Summit Financial held 4,531 shares of Coherent worth $1.08M as of Q1 2026.
Summit Financial bought 3,380 Coherent shares in Q1 2026, an estimated $774K.
Coherent made up 0.01% of Summit Financial's portfolio in Q1 2026, its #749 holding.
Summit Financial first reported a position in Coherent in Q4 2025 and has held it in 2 quarters since.
1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.