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Zinnia Wealth Advisory’s Coherent COHR Stock Holding History

Zinnia Wealth Advisory’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 		$237K Buy
+601
New +$213K 0.24% 82

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

Zinnia Wealth Advisory's COHR Position: Q2 2026 in Review

Zinnia Wealth Advisory opened a new position in Coherent (COHR) in Q2 2026: 601 shares worth $237K. The stake represents 0.24% of the portfolio and ranks #82 among its holdings.

1,304 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Zinnia Wealth Advisory held 601 shares of Coherent worth $237K as of Q2 2026.
  • Coherent was a new Zinnia Wealth Advisory position in Q2 2026.
  • Coherent made up 0.24% of Zinnia Wealth Advisory's portfolio in Q2 2026, its #82 holding.
  • 1,304 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.