WealthTrust Axiom’s Coherent COHR Stock Holding History

WealthTrust Axiom’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	$1.06M	Sell	2,695 -75	-3%	-$26.5K	0.24%	90
2026 Q1	$660K	Sell	2,770 -1,000	-27%	-$229K	0.16%	124
2025 Q4	$696K	Hold	3,770	–	–	0.18%	115
2025 Q3	$406K	Sell	3,770 -10,800	-74%	-$1.08M	0.11%	162
2025 Q2	$1.3M	Hold	14,570	–	–	0.38%	63
2025 Q1	$946K	Hold	14,570	–	–	0.29%	74
2024 Q4	$1.38M	Sell	14,570 -350	-2%	-$35K	0.41%	54
2024 Q3	$1.33M	Hold	14,920	–	–	0.39%	58
2024 Q2	$1.08M	Hold	14,920	–	–	0.36%	67
2024 Q1	$904K	Hold	14,920	–	–	0.29%	80
2023 Q4	$649K	Hold	14,920	–	–	0.22%	100
2023 Q3	$487K	Hold	14,920	–	–	0.18%	122
2023 Q2	$761K	Hold	14,920	–	–	0.25%	87
2023 Q1	$568K	Hold	14,920	–	–	0.19%	111
2022 Q4	$524K	Sell	14,920 -150	-1%	-$5.22K	0.18%	114
2022 Q3	$525K	Hold	15,070	–	–	0.2%	105
2022 Q2	$767K	Hold	15,070	–	–	0.27%	81
2022 Q1	$1.09M	Buy	15,070 +10,600	+237%	+$721K	0.34%	74
2021 Q4	$305K	Hold	4,470	–	–	0.1%	179
2021 Q3	$265K	Buy	4,470 +60	+1%	+$3.92K	0.09%	181
2021 Q2	$320K	Buy	4,410 +50	+1%	+$3.52K	0.1%	165
2021 Q1	$298K	Buy	4,360 +13	+0.3%	+$1.07K	0.1%	168
2020 Q4	$330K	Sell	4,347 -680	-14%	-$40.3K	0.12%	151
2020 Q3	$203K	Hold	5,027	–	–	0.09%	175
2020 Q2	$237K	Buy	+5,027	New	+$199K	0.1%	155
2020 Q1	–	Sell	-6,107	Closed	-$205K	–	200
2019 Q4	$205K	Sell	6,107 -500	-8%	-$15.9K	0.07%	193
2019 Q3	$232K	Buy	6,607 +7	+0.1%	+$267	0.08%	181
2019 Q2	$241K	Hold	6,600	–	–	0.08%	181
2019 Q1	$245K	Sell	6,600 -500	-7%	-$18.5K	0.09%	178
2018 Q4	$230K	Sell	7,100 -500	-7%	-$18.7K	0.09%	165
2018 Q3	$359K	Sell	7,600 -2,250	-23%	-$102K	0.12%	136
2018 Q2	$427K	Sell	9,850 -200	-2%	-$8.83K	0.15%	125
2018 Q1	$411K	Sell	10,050 -800	-7%	-$34.6K	0.15%	127
2017 Q4	$509K	Hold	10,850	–	–	0.19%	108
2017 Q3	$446K	Hold	10,850	–	–	0.17%	115
2017 Q2	$372K	Sell	10,850 -4,250	-28%	-$138K	0.14%	135
2017 Q1	$544K	Hold	15,100	–	–	0.2%	107
2016 Q4	$447K	Sell	15,100 -750	-5%	-$21.4K	0.16%	120
2016 Q3	$385K	Hold	15,850	–	–	0.14%	129
2016 Q2	$297K	Sell	15,850 -750	-5%	-$15.3K	0.11%	147
2016 Q1	$360K	Hold	16,600	–	–	0.14%	130
2015 Q4	$308K	Hold	16,600	–	–	0.12%	137
2015 Q3	$266K	Sell	16,600 -500	-3%	-$8.62K	0.11%	150
2015 Q2	$324K	Hold	17,100	–	–	0.12%	139
2015 Q1	$315K	Buy	+17,100	New	+$282K	0.11%	141

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

WealthTrust Axiom's COHR Position: Q2 2026 in Review

WealthTrust Axiom reduced its Coherent (COHR) stake by 2.7% in Q2 2026, selling an estimated $26.5K and leaving 2,695 shares worth $1.06M. The position accounts for 0.24% of the portfolio, ranked #90.

WealthTrust Axiom first reported a position in COHR in Q1 2015 and has held it in 45 quarters since. The position peaked at $1.38M in Q4 2024. 1,304 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

WealthTrust Axiom held 2,695 shares of Coherent worth $1.06M as of Q2 2026.
WealthTrust Axiom sold 75 Coherent shares in Q2 2026, an estimated $26.5K.
Coherent made up 0.24% of WealthTrust Axiom's portfolio in Q2 2026, its #90 holding.
WealthTrust Axiom first reported a position in Coherent in Q1 2015 and has held it in 45 quarters since.
WealthTrust Axiom's Coherent position peaked at $1.38M in Q4 2024.
1,304 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.