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Summit Trail Advisors’s Coherent COHR Stock Holding History

Summit Trail Advisors’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 		$2.21M Sell
9,263
-1,352
-13% -$310K 0.03% 460
2025
Q4 		$1.96M Buy
10,615
+1,399
+15% +$209K 0.03% 423
2025
Q3 		$993K Buy
9,216
+849
+10% +$84.6K 0.01% 837
2025
Q2 		$746K Buy
+8,367
New +$602K 0.01% 579
2018
Q1 		– Sell
-1,870
Closed -$86K – 688
2017
Q4 		$86K Buy
+1,870
New +$84K 0.01% 667

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 Trail Advisors's COHR Position: Q1 2026 in Review

Summit Trail Advisors reduced its Coherent (COHR) stake by 13% in Q1 2026, selling an estimated $310K and leaving 9,263 shares worth $2.21M. The position accounts for 0.03% of the portfolio, ranked #460.

Summit Trail Advisors first reported a position in COHR in Q4 2017 and has held it in 5 quarters since. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • Summit Trail Advisors held 9,263 shares of Coherent worth $2.21M as of Q1 2026.
  • Summit Trail Advisors sold 1,352 Coherent shares in Q1 2026, an estimated $310K.
  • Coherent made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #460 holding.
  • Summit Trail Advisors first reported a position in Coherent in Q4 2017 and has held it in 5 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.