WWM
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Whalen Wealth Management’s Coherent COHR Stock Holding History

Whalen Wealth 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
Q1 		– Sell
-1,652
Closed -$305K – 185
2025
Q4 		$305K Buy
+1,652
New +$247K 0.16% 160
2025
Q1 		– Sell
-2,393
Closed -$227K – 130
2024
Q4 		$227K Sell
2,393
-5,410
-69% -$541K 0.16% 133
2024
Q3 		$694K Sell
7,803
-1,900
-20% -$142K 0.49% 54
2024
Q2 		$703K Buy
9,703
+5,081
+110% +$305K 0.56% 35
2024
Q1 		$280K Buy
+4,622
New +$253K 0.21% 73

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

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

Whalen Wealth Management sold out of Coherent (COHR) in Q1 2026, closing a stake of 1,652 shares — an estimated $305K sold.

Whalen Wealth Management first reported a position in COHR in Q1 2024 and held it in 5 quarters. The position peaked at $703K in Q2 2024. 1,101 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • Whalen Wealth Management reported no remaining Coherent position as of Q1 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 1,652 Coherent shares in Q1 2026, an estimated $305K.
  • Whalen Wealth Management first reported a position in Coherent in Q1 2024 and held it in 5 quarters.
  • Whalen Wealth Management's Coherent position peaked at $703K in Q2 2024.
  • 1,101 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.