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USA Financial Formulas’s Coherent COHR Stock Holding History

USA Financial Formulas’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 		$730K Buy
1,850
+1,293
+232% +$457K 0.13% 53
2026
Q1 		$133K Sell
557
-303
-35% -$69.4K 0.03% 147
2025
Q4 		$159K Buy
+860
New +$129K 0.03% 152
2021
Q1 		– Sell
-2,364
Closed -$180K – 351
2020
Q4 		$180K Buy
2,364
+1,480
+167% +$87.7K 0.14% 115
2020
Q3 		$36K Buy
+884
New +$39K 0.03% 135
2017
Q2 		– Sell
-9,887
Closed -$356K – 237
2017
Q1 		$356K Buy
+9,887
New +$349K 0.09% 178
2016
Q3 		– Sell
-19,156
Closed -$359K – 243
2016
Q2 		$359K Sell
19,156
-23,023
-55% -$470K 0.1% 167
2016
Q1 		$916K Buy
+42,179
New +$838K 0.29% 34

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 $3.37T AUM 44.26% 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

USA Financial Formulas's COHR Position: Q2 2026 in Review

USA Financial Formulas increased its Coherent (COHR) stake by 232% in Q2 2026, buying an estimated $457K and bringing the position to 1,850 shares worth $730K. The position accounts for 0.13% of the portfolio, ranked #53.

USA Financial Formulas first reported a position in COHR in Q1 2016 and has held it in 8 quarters since. The position peaked at $916K in Q1 2016. 1,304 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • USA Financial Formulas held 1,850 shares of Coherent worth $730K as of Q2 2026.
  • USA Financial Formulas bought 1,293 Coherent shares in Q2 2026, an estimated $457K.
  • Coherent made up 0.13% of USA Financial Formulas's portfolio in Q2 2026, its #53 holding.
  • USA Financial Formulas first reported a position in Coherent in Q1 2016 and has held it in 8 quarters since.
  • USA Financial Formulas's Coherent position peaked at $916K in Q1 2016.
  • 1,304 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.