Summit Securities Group’s Coherent COHR Stock Holding History

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

Summit Securities Group's COHR Position: Q2 2026 in Review

Summit Securities Group increased its Coherent (COHR) stake by 45% in Q2 2026, buying an estimated $4.95K and bringing the position to 45 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Summit Securities Group first reported a position in COHR in Q2 2021 and has held it in 5 quarters since. The position peaked at $240K in Q2 2021. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Summit Securities Group held 45 shares of Coherent worth $17.8K as of Q2 2026.
  • Summit Securities Group bought 14 Coherent shares in Q2 2026, an estimated $4.95K.
  • Coherent made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #739 holding.
  • Summit Securities Group first reported a position in Coherent in Q2 2021 and has held it in 5 quarters since.
  • Summit Securities Group's Coherent position peaked at $240K in Q2 2021.
  • 1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.