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United Capital Financial Advisors’s Coherent COHR Stock Holding History

United Capital Financial 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 		$672K Buy
2,823
+16
+0.6% +$3.66K ﹤0.01% 925
2025
Q4 		$518K Sell
2,807
-234
-8% -$35K ﹤0.01% 945
2025
Q3 		$328K Sell
3,041
-501
-14% -$49.9K ﹤0.01% 997
2025
Q2 		$316K Buy
3,542
+291
+9% +$20.9K ﹤0.01% 905
2025
Q1 		$211K Buy
+3,251
New +$269K ﹤0.01% 1003
2023
Q2 		– Sell
-89,776
Closed -$3.42M – 909
2023
Q1 		$3.42M Sell
89,776
-77,815
-46% -$3.17M 0.02% 368
2022
Q4 		$5.88M Sell
167,591
-87,675
-34% -$3.05M 0.03% 311
2022
Q3 		$8.9M Buy
255,266
+30,588
+14% +$1.46M 0.05% 256
2022
Q2 		$11.4M Buy
224,678
+8,814
+4% +$537K 0.06% 242
2022
Q1 		$15.6M Buy
215,864
+3,346
+2% +$228K 0.08% 218
2021
Q4 		$14.5M Buy
212,518
+40,272
+23% +$2.53M 0.07% 238
2021
Q3 		$10.2M Buy
172,246
+167,898
+3,861% +$11M 0.05% 270
2021
Q2 		$316K Buy
4,348
+1,063
+32% +$74.8K ﹤0.01% 1006
2021
Q1 		$225K Sell
3,285
-17
-0.5% -$1.4K ﹤0.01% 1079
2020
Q4 		$251K Buy
+3,302
New +$196K ﹤0.01% 1060

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

United Capital Financial Advisors's COHR Position: Q1 2026 in Review

United Capital Financial Advisors increased its Coherent (COHR) stake by 0.57% in Q1 2026, buying an estimated $3.66K and bringing the position to 2,823 shares worth $672K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

United Capital Financial Advisors first reported a position in COHR in Q4 2020 and has held it in 15 quarters since. The position peaked at $15.6M in Q1 2022. 1,101 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • United Capital Financial Advisors held 2,823 shares of Coherent worth $672K as of Q1 2026.
  • United Capital Financial Advisors bought 16 Coherent shares in Q1 2026, an estimated $3.66K.
  • Coherent made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #925 holding.
  • United Capital Financial Advisors first reported a position in Coherent in Q4 2020 and has held it in 15 quarters since.
  • United Capital Financial Advisors's Coherent position peaked at $15.6M in Q1 2022.
  • 1,101 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.