Whittier Trust’s Coherent COHR Stock Holding History

Whittier Trust’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	–	Sell	-160	Closed	-$40.5K	–	1365
2026 Q1	$40.5K	Buy	+160	New	+$36.6K	﹤0.01%	874
2025 Q2	–	Sell	-675	Closed	-$43.8K	–	1519
2025 Q1	$43.8K	Buy	+675	New	+$55.9K	﹤0.01%	955
2022 Q4	–	Sell	-147,200	Closed	-$5.13M	–	1641
2022 Q3	$5.13M	Hold	147,200	–	–	0.11%	182
2022 Q2	$7.5M	Hold	147,200	–	–	0.15%	144
2022 Q1	$10.7M	Hold	147,200	–	–	0.18%	123
2021 Q4	$10.1M	Hold	147,200	–	–	0.16%	129
2021 Q3	$8.74M	Hold	147,200	–	–	0.16%	136
2021 Q2	$10.7M	Hold	147,200	–	–	0.19%	121
2021 Q1	$10.1M	Hold	147,200	–	–	0.2%	117
2020 Q4	$11.2M	Hold	147,200	–	–	0.24%	108
2020 Q3	$5.97M	Hold	147,200	–	–	0.14%	141
2020 Q2	$6.95M	Hold	147,200	–	–	0.19%	125
2020 Q1	$4.2M	Hold	147,200	–	–	0.14%	150
2019 Q4	$4.96M	Hold	147,200	–	–	0.13%	157
2019 Q3	$5.18M	Hold	147,200	–	–	0.15%	144
2019 Q2	$5.38M	Hold	147,200	–	–	0.16%	142
2019 Q1	$5.48M	Hold	147,200	–	–	0.17%	134
2018 Q4	$4.78M	Buy	+147,200	New	+$5.49M	0.16%	136

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

Whittier Trust's COHR Position: Q2 2026 in Review

Whittier Trust sold out of Coherent (COHR) in Q2 2026, closing a stake of 160 shares — an estimated $40.5K sold.

Whittier Trust first reported a position in COHR in Q4 2018 and held it in 18 quarters. The position peaked at $11.2M in Q4 2020. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

Whittier Trust reported no remaining Coherent position as of Q2 2026 after selling out during the quarter.
Whittier Trust sold 160 Coherent shares in Q2 2026, an estimated $40.5K.
Whittier Trust first reported a position in Coherent in Q4 2018 and held it in 18 quarters.
Whittier Trust's Coherent position peaked at $11.2M in Q4 2020.
1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.