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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
Q2 		$1.44M Buy
3,651
+828
+29% +$293K 0.01% 672
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

United Capital Financial Advisors's COHR Position: Q2 2026 in Review

United Capital Financial Advisors increased its Coherent (COHR) stake by 29% in Q2 2026, buying an estimated $293K and bringing the position to 3,651 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #672.

United Capital Financial Advisors first reported a position in COHR in Q4 2020 and has held it in 16 quarters since. The position peaked at $15.6M in Q1 2022. 1,315 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • United Capital Financial Advisors held 3,651 shares of Coherent worth $1.44M as of Q2 2026.
  • United Capital Financial Advisors bought 828 Coherent shares in Q2 2026, an estimated $293K.
  • Coherent made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #672 holding.
  • United Capital Financial Advisors first reported a position in Coherent in Q4 2020 and has held it in 16 quarters since.
  • United Capital Financial Advisors's Coherent position peaked at $15.6M in Q1 2022.
  • 1,315 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.