WMS
COHR icon

Wealth Management Strategies’s Coherent COHR Stock Holding History

Wealth Management Strategies’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 		$448K Hold
1,879
– – 0.2% 23
2025
Q4 		$347K Sell
1,879
-54
-3% -$8.08K 0.16% 31
2025
Q3 		$208K Buy
+1,933
New +$193K 0.1% 38

Other funds holding COHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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

Wealth Management Strategies's COHR Position: Q1 2026 in Review

Wealth Management Strategies held its Coherent (COHR) position steady in Q1 2026 at 1,879 shares worth $448K. The position accounts for 0.2% of the portfolio, ranked #23.

Wealth Management Strategies first reported a position in COHR in Q3 2025 and has held it in 3 quarters since. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • Wealth Management Strategies held 1,879 shares of Coherent worth $448K as of Q1 2026.
  • Wealth Management Strategies left its Coherent share count unchanged in Q1 2026.
  • Coherent made up 0.2% of Wealth Management Strategies's portfolio in Q1 2026, its #23 holding.
  • Wealth Management Strategies first reported a position in Coherent in Q3 2025 and has held it in 3 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Wealth Management Strategies's 13F filing for Q1 2026, filed 11 May 2026.