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Glenn Welling’s Cognex CGNX Stock Holding History

Glenn Welling’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
Q2 		$24.6M Sell
339,000
-145,000
-30% -$8.8M 7.51% 6
2026
Q1 		$23.7M Sell
484,000
-449,000
-48% -$21M 7.81% 5
2025
Q4 		$33.6M Buy
933,000
+78,000
+9% +$3.16M 8.56% 5
2025
Q3 		$38.7M Buy
+855,000
New +$34.6M 9.5% 5

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
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

Glenn Welling's CGNX Position: Q2 2026 in Review

Glenn Welling reduced its Cognex (CGNX) stake by 30% in Q2 2026, selling an estimated $8.8M and leaving 339,000 shares worth $24.6M. The position accounts for 7.51% of the portfolio, ranked #6.

Glenn Welling first reported a position in CGNX in Q3 2025 and has held it in 4 quarters since. The position peaked at $38.7M in Q3 2025. 648 funds tracked by Wall St. Rank hold CGNX as of Q2 2026.

  • Glenn Welling held 339,000 shares of Cognex worth $24.6M as of Q2 2026.
  • Glenn Welling sold 145,000 Cognex shares in Q2 2026, an estimated $8.8M.
  • Cognex made up 7.51% of Glenn Welling's portfolio in Q2 2026, its #6 holding.
  • Glenn Welling first reported a position in Cognex in Q3 2025 and has held it in 4 quarters since.
  • Glenn Welling's Cognex position peaked at $38.7M in Q3 2025.
  • 648 funds tracked by Wall St. Rank held Cognex as of Q2 2026.

Based on Engaged Capital's 13F filing for Q2 2026, filed 14 Aug 2026.