True Wealth Design’s Coherent COHR Stock Holding History

True Wealth Design’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 Q2	$13K	Buy	33 +5	+18%	+$1.77K	﹤0.01%	970
2026 Q1	$6.67K	Sell	28 -3	-10%	-$687	﹤0.01%	1107
2025 Q4	$5.72K	Buy	31 +6	+24%	+$897	﹤0.01%	1036
2025 Q3	$2.69K	Buy	25 +4	+19%	+$399	﹤0.01%	1359
2025 Q2	$1.87K	Buy	21 +12	+133%	+$864	﹤0.01%	1204
2025 Q1	$585	Buy	9 +3	+50%	+$249	﹤0.01%	1487
2024 Q4	$569	Buy	+6	New	+$600	﹤0.01%	1066
2024 Q3	–	Sell	-400	Closed	-$29K	–	1286
2024 Q2	$29K	Hold	400	–	–	0.01%	193
2024 Q1	$24.2K	Hold	400	–	–	0.01%	203
2023 Q4	$17.4K	Buy	+400	New	+$14.4K	﹤0.01%	212

Other funds holding COHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

True Wealth Design's COHR Position: Q2 2026 in Review

True Wealth Design increased its Coherent (COHR) stake by 18% in Q2 2026, buying an estimated $1.77K and bringing the position to 33 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

True Wealth Design first reported a position in COHR in Q4 2023 and has held it in 10 quarters since. The position peaked at $29K in Q2 2024. 1,309 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

True Wealth Design held 33 shares of Coherent worth $13K as of Q2 2026.
True Wealth Design bought 5 Coherent shares in Q2 2026, an estimated $1.77K.
Coherent made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #970 holding.
True Wealth Design first reported a position in Coherent in Q4 2023 and has held it in 10 quarters since.
True Wealth Design's Coherent position peaked at $29K in Q2 2024.
1,309 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.