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Twin Peaks Wealth Advisors’s Coherent COHR Stock Holding History

Twin Peaks Wealth 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 		$38.4K Buy
+161
New +$36.9K 0.01% 497
2025
Q3 		– Sell
-96
Closed -$11.2K – 555
2025
Q2 		$11.2K Buy
+96
New +$6.91K ﹤0.01% 880

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

Twin Peaks Wealth Advisors's COHR Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Coherent (COHR) in Q1 2026: 161 shares worth $38.4K. The stake represents 0.01% of the portfolio and ranks #497 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in COHR as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in COHR in Q2 2025 and has held it in 2 quarters since. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • Twin Peaks Wealth Advisors held 161 shares of Coherent worth $38.4K as of Q1 2026.
  • Coherent was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Coherent made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #497 holding.
  • Twin Peaks Wealth Advisors first reported a position in Coherent in Q2 2025 and has held it in 2 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.