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United Financial Planning Group’s Coherent COHR Stock Holding History

United Financial Planning Group’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 		$32K Hold
81
– – 0.02% 131
2026
Q1 		$19.3K Buy
+81
New +$18.5K 0.01% 139

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 Financial Planning Group's COHR Position: Q2 2026 in Review

United Financial Planning Group held its Coherent (COHR) position steady in Q2 2026 at 81 shares worth $32K. The position accounts for 0.02% of the portfolio, ranked #131.

United Financial Planning Group first reported a position in COHR in Q1 2026 and has held it in 2 quarters since. 1,315 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • United Financial Planning Group held 81 shares of Coherent worth $32K as of Q2 2026.
  • United Financial Planning Group left its Coherent share count unchanged in Q2 2026.
  • Coherent made up 0.02% of United Financial Planning Group's portfolio in Q2 2026, its #131 holding.
  • United Financial Planning Group first reported a position in Coherent in Q1 2026 and has held it in 2 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.