Harbour Wealth Management Group, Inc. COHR β€” COHERENT CORP

Ownership history in Harbour Wealth Management Group, Inc.  Β·  2 quarters on record

AI Ownership Summary

Harbour Wealth Management Group, Inc. reported COHERENT CORP (COHR) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.51% in 2026 Q2. The latest visible filing shows COHR at 0.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this COHR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Harbour Wealth Management Group, Inc.'s position in COHERENT CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

COHR was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Harbour Wealth Management Group, Inc. held COHR β€” position size vs. price
% of Fund (quarterly)    COHR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 1,909 +118 +6.6% 0.51% $753K 2026-08-07 $379.13
2026 Q1 INITIATED β€” β€” β€” 1,791 β€” β€” 0.32% $427K 2026-04-17 $345.02

FAQ About Harbour Wealth Management Group, Inc. and COHR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Harbour Wealth Management Group, Inc. reported owning COHR?

Harbour Wealth Management Group, Inc. reported COHR across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported COHR position in Harbour Wealth Management Group, Inc.'s portfolio?

The largest reported portfolio weight for COHR was 0.51% in 2026 Q2.

What is the latest reported COHR position on this page?

The most recent filing on this page is 2026 Q2, when Harbour Wealth Management Group, Inc. reported 1,909 shares, equal to 0.51% of portfolio, with an estimated market value of $753K.

What does the chart on this COHR ownership page compare?

The chart compares Harbour Wealth Management Group, Inc.'s quarterly COHR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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