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Wealthspire Advisors (New York)’s Coherent COHR Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-349
Closed -$37.6K – 1398
2025
Q3 		$37.6K Buy
+349
New +$34.8K ﹤0.01% 1353

Other funds holding COHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wealthspire Advisors (New York)'s COHR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Coherent (COHR) in Q4 2025, closing a stake of 349 shares — an estimated $37.6K sold.

Wealthspire Advisors (New York) first reported a position in COHR in Q3 2025 and held it in 1 quarter. The position peaked at $37.6K in Q3 2025. 902 funds tracked by Wall St. Rank hold COHR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Coherent position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 349 Coherent shares in Q4 2025, an estimated $37.6K.
  • Wealthspire Advisors (New York) first reported a position in Coherent in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Coherent position peaked at $37.6K in Q3 2025.
  • 902 funds tracked by Wall St. Rank held Coherent as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.