Clearstead Advisors’s Cognex CGNX Stock Holding History

Clearstead Advisors’s Portfolio CGNX Stock Details CGNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.21K	Sell	45 -464	-91%	-$21.7K	﹤0.01%	1880
2025 Q4	$18.3K	Sell	509 -1,246	-71%	-$50.4K	﹤0.01%	1741
2025 Q3	$79.5K	Buy	1,755 +359	+26%	+$14.5K	﹤0.01%	1122
2025 Q2	$44.3K	Buy	+1,396	New	+$40K	﹤0.01%	1324
2025 Q1	–	Sell	-116	Closed	-$4.16K	–	2218
2024 Q4	$4.16K	Hold	116	–	–	﹤0.01%	1749
2024 Q3	$4.7K	Hold	116	–	–	﹤0.01%	1718
2024 Q2	$5.42K	Buy	+116	New	+$5.1K	﹤0.01%	1675
2023 Q4	–	Sell	-42	Closed	-$1.78K	–	1540
2023 Q3	$1.78K	Buy	42 +21	+100%	+$1.03K	﹤0.01%	1418
2023 Q2	$1.18K	Hold	21	–	–	﹤0.01%	1233
2023 Q1	$1.04K	Buy	+21	New	+$1.06K	﹤0.01%	1236
2022 Q1	–	Sell	-18	Closed	-$1K	–	1384
2021 Q4	$1K	Sell	18 -11	-38%	-$888	﹤0.01%	1163
2021 Q3	$2K	Hold	29	–	–	﹤0.01%	1113
2021 Q2	$2K	Sell	29 -37	-56%	-$2.99K	﹤0.01%	1028
2021 Q1	$6K	Buy	66 +52	+371%	+$4.33K	﹤0.01%	840
2020 Q4	$1K	Buy	+14	New	+$1.02K	﹤0.01%	918

Other funds holding CGNX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return