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Forum Financial Management’s Cognex CGNX Stock Holding History

Forum Financial Management’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 		– Sell
-5,948
Closed -$214K – 454
2025
Q4 		$214K Sell
5,948
-983
-14% -$39.8K ﹤0.01% 934
2025
Q3 		$314K Buy
+6,931
New +$280K ﹤0.01% 713
2025
Q1 		– Sell
-5,845
Closed -$210K – 875
2024
Q4 		$210K Buy
+5,845
New +$229K ﹤0.01% 827

Other funds holding CGNX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Forum Financial Management's CGNX Position: Q1 2026 in Review

Forum Financial Management sold out of Cognex (CGNX) in Q1 2026, closing a stake of 5,948 shares — an estimated $214K sold.

Forum Financial Management first reported a position in CGNX in Q4 2024 and held it in 3 quarters. The position peaked at $314K in Q3 2025. 573 funds tracked by Wall St. Rank hold CGNX as of Q1 2026.

  • Forum Financial Management reported no remaining Cognex position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 5,948 Cognex shares in Q1 2026, an estimated $214K.
  • Forum Financial Management first reported a position in Cognex in Q4 2024 and held it in 3 quarters.
  • Forum Financial Management's Cognex position peaked at $314K in Q3 2025.
  • 573 funds tracked by Wall St. Rank held Cognex as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.