SVB Wealth’s Coherent COHR Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-602	Closed	-$39.1K	–	757
2025 Q1	$39.1K	Buy	+602	New	+$49.9K	﹤0.01%	593

Other funds holding COHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SVB Wealth's COHR Position: Q2 2025 in Review

SVB Wealth sold out of Coherent (COHR) in Q2 2025, closing a stake of 602 shares — an estimated $39.1K sold.

SVB Wealth first reported a position in COHR in Q1 2025 and held it in 1 quarter. The position peaked at $39.1K in Q1 2025. 645 funds tracked by Wall St. Rank hold COHR as of Q2 2025.

SVB Wealth reported no remaining Coherent position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 602 Coherent shares in Q2 2025, an estimated $39.1K.
SVB Wealth first reported a position in Coherent in Q1 2025 and held it in 1 quarter.
SVB Wealth's Coherent position peaked at $39.1K in Q1 2025.
645 funds tracked by Wall St. Rank held Coherent as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.