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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
-2,000
Closed -$65K – 698
2023
Q3 		$65K Buy
+2,000
New +$82.1K 0.01% 249
2022
Q1 		– Sell
-5,000
Closed -$342K – 1141
2021
Q4 		$342K Buy
+5,000
New +$315K 0.02% 456
2021
Q3 		– Sell
-54
Closed -$392K – 717
2021
Q2 		$392K Buy
+54
New +$3.8K 0.03% 446

Other funds holding COHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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.