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 Q2	$1.7M	Sell	4,306 -225	-5%	-$79.6K	0.02%	673
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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Financial's COHR Position: Q2 2026 in Review

Summit Financial reduced its Coherent (COHR) stake by 5% in Q2 2026, selling an estimated $79.6K and leaving 4,306 shares worth $1.7M. The position accounts for 0.02% of the portfolio, ranked #673.

Summit Financial first reported a position in COHR in Q4 2025 and has held it in 3 quarters since. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

Summit Financial held 4,306 shares of Coherent worth $1.7M as of Q2 2026.
Summit Financial sold 225 Coherent shares in Q2 2026, an estimated $79.6K.
Coherent made up 0.02% of Summit Financial's portfolio in Q2 2026, its #673 holding.
Summit Financial first reported a position in Coherent in Q4 2025 and has held it in 3 quarters since.
1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.