Van Den Berg Management I’s Coherent COHR Stock Holding History

Van Den Berg Management I’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	$16.6M	Sell	42,046 -22,493	-35%	-$7.96M	3.5%	7
2026 Q1	$15.4M	Sell	64,539 -55,298	-46%	-$12.7M	3.52%	6
2025 Q4	$22.1M	Sell	119,837 -18,687	-13%	-$2.8M	5.07%	2
2025 Q3	$14.9M	Sell	138,524 -15,069	-10%	-$1.5M	3.74%	5
2025 Q2	$13.7M	Buy	153,593 +2,016	+1%	+$145K	3.89%	3
2025 Q1	$9.84M	Sell	151,577 -3,655	-2%	-$303K	3.01%	9
2024 Q4	$14.7M	Sell	155,232 -604	-0.4%	-$60.4K	4.24%	4
2024 Q3	$13.9M	Sell	155,836 -14,804	-9%	-$1.11M	4.01%	6
2024 Q2	$12.4M	Sell	170,640 -13,928	-8%	-$837K	3.67%	6
2024 Q1	$11.2M	Sell	184,568 -1,092	-0.6%	-$59.9K	3.28%	7
2023 Q4	$8.08M	Buy	185,660 +23,050	+14%	+$831K	2.68%	14
2023 Q3	$5.31M	Buy	162,610 +18,318	+13%	+$752K	1.86%	22
2023 Q2	$7.36M	Buy	144,292 +48,186	+50%	+$1.79M	2.65%	10
2023 Q1	$3.66M	Buy	+96,106	New	+$3.91M	1.36%	28
2020 Q2	–	Sell	-47,500	Closed	-$1.35M	–	42
2020 Q1	$1.35M	Buy	+47,500	New	+$1.54M	0.36%	35
2019 Q1	–	Sell	-21,885	Closed	-$710K	–	68
2018 Q4	$710K	Buy	+21,885	New	+$817K	0.11%	58
2013 Q4	–	Sell	-57,160	Closed	-$1.07M	–	112
2013 Q3	$1.07M	Sell	57,160 -33,450	-37%	-$622K	0.09%	58
2013 Q2	$1.47M	Buy	+90,610	New	+$1.49M	0.13%	55

Other funds holding COHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Van Den Berg Management I's COHR Position: Q2 2026 in Review

Van Den Berg Management I reduced its Coherent (COHR) stake by 35% in Q2 2026, selling an estimated $7.96M and leaving 42,046 shares worth $16.6M. The position accounts for 3.5% of the portfolio, ranked #7.

Van Den Berg Management I first reported a position in COHR in Q2 2013 and has held it in 18 quarters since. The position peaked at $22.1M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

Van Den Berg Management I held 42,046 shares of Coherent worth $16.6M as of Q2 2026.
Van Den Berg Management I sold 22,493 Coherent shares in Q2 2026, an estimated $7.96M.
Coherent made up 3.5% of Van Den Berg Management I's portfolio in Q2 2026, its #7 holding.
Van Den Berg Management I first reported a position in Coherent in Q2 2013 and has held it in 18 quarters since.
Van Den Berg Management I's Coherent position peaked at $22.1M in Q4 2025.
1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Van Den Berg Management I's 13F filing for Q2 2026, filed 14 Aug 2026.