True Wealth Design
COHR icon

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
Q3 		$8.35K Sell
29
-4
-12% -$1.2K ﹤0.01% 1151
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

True Wealth Design's COHR Position: Q3 2026 in Review

True Wealth Design reduced its Coherent (COHR) stake by 12% in Q3 2026, selling an estimated $1.2K and leaving 29 shares worth $8.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

True Wealth Design first reported a position in COHR in Q4 2023 and has held it in 11 quarters since. The position peaked at $29K in Q2 2024. 755 funds tracked by Wall St. Rank hold COHR as of Q3 2026.

  • True Wealth Design held 29 shares of Coherent worth $8.35K as of Q3 2026.
  • True Wealth Design sold 4 Coherent shares in Q3 2026, an estimated $1.2K.
  • Coherent made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1151 holding.
  • True Wealth Design first reported a position in Coherent in Q4 2023 and has held it in 11 quarters since.
  • True Wealth Design's Coherent position peaked at $29K in Q2 2024.
  • 755 funds tracked by Wall St. Rank held Coherent as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.