Wellington Shields Capital Management’s Coherent COHR Stock Holding History

Wellington Shields Capital Management’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	$276K	Buy	+700	New	+$248K	0.04%	227
2025 Q1	–	Sell	-13,050	Closed	-$1.24M	–	319
2024 Q4	$1.24M	Hold	13,050	–	–	0.22%	90
2024 Q3	$1.16M	Hold	13,050	–	–	0.2%	100
2024 Q2	$946K	Hold	13,050	–	–	0.17%	107
2024 Q1	$791K	Buy	+13,050	New	+$715K	0.15%	120
2020 Q4	–	Sell	-49,600	Closed	-$2.01M	–	258
2020 Q3	$2.01M	Buy	+49,600	New	+$2.19M	0.32%	65

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

Wellington Shields Capital Management's COHR Position: Q2 2026 in Review

Wellington Shields Capital Management opened a new position in Coherent (COHR) in Q2 2026: 700 shares worth $276K. The stake represents 0.04% of the portfolio and ranks #227 among its holdings. This is a return to the name: Wellington Shields Capital Management previously reported a position in COHR as recently as Q4 2024.

Wellington Shields Capital Management first reported a position in COHR in Q3 2020 and has held it in 6 quarters since. The position peaked at $2.01M in Q3 2020. 1,311 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

Wellington Shields Capital Management held 700 shares of Coherent worth $276K as of Q2 2026.
Coherent was a new Wellington Shields Capital Management position in Q2 2026.
Coherent made up 0.04% of Wellington Shields Capital Management's portfolio in Q2 2026, its #227 holding.
Wellington Shields Capital Management first reported a position in Coherent in Q3 2020 and has held it in 6 quarters since.
Wellington Shields Capital Management's Coherent position peaked at $2.01M in Q3 2020.
1,311 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Wellington Shields Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.