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Whipplewood Advisors’s Coherent COHR Stock Holding History

Whipplewood Advisors’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 		$13K Sell
33
-58
-64% -$20.5K 0.01% 225
2026
Q1 		$21.7K Buy
+91
New +$20.8K 0.01% 381
2025
Q3 		– Sell
-191
Closed -$17K – 482
2025
Q2 		$17K Buy
191
+90
+89% +$6.48K 0.01% 489
2025
Q1 		$8.51K Buy
101
+87
+621% +$7.21K 0.01% 591
2024
Q4 		$1.33K Buy
+14
New +$1.4K ﹤0.01% 954

Other funds holding COHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Whipplewood Advisors's COHR Position: Q2 2026 in Review

Whipplewood Advisors reduced its Coherent (COHR) stake by 64% in Q2 2026, selling an estimated $20.5K and leaving 33 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #225.

Whipplewood Advisors first reported a position in COHR in Q4 2024 and has held it in 5 quarters since. The position peaked at $21.7K in Q1 2026. 1,304 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Whipplewood Advisors held 33 shares of Coherent worth $13K as of Q2 2026.
  • Whipplewood Advisors sold 58 Coherent shares in Q2 2026, an estimated $20.5K.
  • Coherent made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #225 holding.
  • Whipplewood Advisors first reported a position in Coherent in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Coherent position peaked at $21.7K in Q1 2026.
  • 1,304 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.