Valeo Financial Advisors’s Coherent COHR Stock Holding History

Valeo 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	$408K	Buy	+1,035	New	+$366K	0.01%	514
2021 Q2	–	Sell	-14	Closed	-$1K	–	771
2021 Q1	$1K	Hold	14	–	–	﹤0.01%	1876
2020 Q4	$1K	Hold	14	–	–	﹤0.01%	1571
2020 Q3	$1K	Sell	14 -10	-42%	-$441	﹤0.01%	1472
2020 Q2	$1K	Sell	24 -280	-92%	-$11.1K	﹤0.01%	1858
2020 Q1	$9K	Buy	304 +290	+2,071%	+$9.42K	﹤0.01%	1120
2019 Q4	$0	Hold	14	–	–	﹤0.01%	1637
2019 Q3	$0	Hold	14	–	–	﹤0.01%	1571
2019 Q2	$1K	Buy	+14	New	+$511	﹤0.01%	1461

Other funds holding COHR

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

NGM

North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

NPF

Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 1-Year Est. Return

Valeo Financial Advisors's COHR Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Coherent (COHR) in Q2 2026: 1,035 shares worth $408K. The stake represents 0.01% of the portfolio and ranks #514 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in COHR as recently as Q1 2021.

Valeo Financial Advisors first reported a position in COHR in Q2 2019 and has held it in 9 quarters since. 254 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

Valeo Financial Advisors held 1,035 shares of Coherent worth $408K as of Q2 2026.
Coherent was a new Valeo Financial Advisors position in Q2 2026.
Coherent made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #514 holding.
Valeo Financial Advisors first reported a position in Coherent in Q2 2019 and has held it in 9 quarters since.
254 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.