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Summit Wealth Group’s Coherent COHR Stock Holding History

Summit Wealth 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
2026
Q1 		$2.45M Buy
+10,288
New +$2.36M 0.56% 35

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 Wealth Group's COHR Position: Q1 2026 in Review

Summit Wealth Group opened a new position in Coherent (COHR) in Q1 2026: 10,288 shares worth $2.45M. The stake represents 0.56% of the portfolio and ranks #35 among its holdings.

1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • Summit Wealth Group held 10,288 shares of Coherent worth $2.45M as of Q1 2026.
  • Coherent was a new Summit Wealth Group position in Q1 2026.
  • Coherent made up 0.56% of Summit Wealth Group's portfolio in Q1 2026, its #35 holding.
  • 1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.