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 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

Waverly Advisors's COHR Position: Q1 2026 in Review

Waverly Advisors increased its Coherent (COHR) stake by 8.8% in Q1 2026, buying an estimated $32.7K and bringing the position to 1,764 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

Waverly Advisors first reported a position in COHR in Q4 2025 and has held it in 2 quarters since. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

Waverly Advisors held 1,764 shares of Coherent worth $420K as of Q1 2026.
Waverly Advisors bought 143 Coherent shares in Q1 2026, an estimated $32.7K.
Coherent made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1160 holding.
Waverly Advisors first reported a position in Coherent in Q4 2025 and has held it in 2 quarters since.
1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.