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Waverly Advisors’s Coherent COHR Stock Holding History

Waverly 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 		$1.17M Buy
2,972
+1,208
+68% +$427K 0.01% 834
2026
Q1 		$420K Buy
1,764
+143
+9% +$32.7K ﹤0.01% 1160
2025
Q4 		$299K Buy
+1,621
New +$242K ﹤0.01% 1204

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

Waverly Advisors's COHR Position: Q2 2026 in Review

Waverly Advisors increased its Coherent (COHR) stake by 68% in Q2 2026, buying an estimated $427K and bringing the position to 2,972 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #834.

Waverly Advisors first reported a position in COHR in Q4 2025 and has held it in 3 quarters since. 1,315 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Waverly Advisors held 2,972 shares of Coherent worth $1.17M as of Q2 2026.
  • Waverly Advisors bought 1,208 Coherent shares in Q2 2026, an estimated $427K.
  • Coherent made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #834 holding.
  • Waverly Advisors first reported a position in Coherent in Q4 2025 and has held it in 3 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.