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Summit Securities Group’s Coherent COHR Stock Holding History

Summit Securities Group’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
2023
Q4 		– Sell
-12,500
Closed -$408K – 696
2023
Q3 		$408K Buy
+12,500
New +$513K 0.04% 136
2022
Q2 		– Sell
-16,000
Closed -$1.16M – 985
2022
Q1 		$1.16M Buy
16,000
+11,000
+220% +$748K 0.13% 127
2021
Q4 		$342K Buy
+5,000
New +$315K 0.02% 455

Other funds holding COHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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 Securities Group's COHR Position: Q1 2026 in Review

Summit Securities Group opened a new position in Coherent (COHR) in Q1 2026: 31 shares worth $7.38K. The stake represents ﹤0.01% of the portfolio and ranks #723 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in COHR as recently as Q3 2023.

Summit Securities Group first reported a position in COHR in Q2 2021 and has held it in 4 quarters since. The position peaked at $240K in Q2 2021. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • Summit Securities Group held 31 shares of Coherent worth $7.38K as of Q1 2026.
  • Coherent was a new Summit Securities Group position in Q1 2026.
  • Coherent made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #723 holding.
  • Summit Securities Group first reported a position in Coherent in Q2 2021 and has held it in 4 quarters since.
  • Summit Securities Group's Coherent position peaked at $240K in Q2 2021.
  • 1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.