Institute for Wealth Management’s Cognex CGNX Stock Holding History

Institute for Wealth 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 Q2	$216K	Buy	+2,988	New	+$181K	0.02%	498
2022 Q2	–	Sell	-4,000	Closed	-$309K	–	535
2022 Q1	$309K	Hold	4,000	–	–	0.05%	419
2021 Q4	$311K	Hold	4,000	–	–	0.05%	369
2021 Q3	$321K	Hold	4,000	–	–	0.06%	357
2021 Q2	$336K	Sell	4,000 -65	-2%	-$5.26K	0.06%	342
2021 Q1	$337K	Hold	4,065	–	–	0.06%	337
2020 Q4	$326K	Buy	4,065 +118	+3%	+$8.58K	0.06%	331
2020 Q3	$257K	Buy	3,947 +107	+3%	+$6.92K	0.06%	348
2020 Q2	$229K	Buy	+3,840	New	+$209K	0.06%	372
2020 Q1	–	Sell	-4,266	Closed	-$239K	–	419
2019 Q4	$239K	Hold	4,266	–	–	0.05%	392
2019 Q3	$210K	Hold	4,266	–	–	0.05%	386
2019 Q2	$205K	Hold	4,266	–	–	0.05%	431
2019 Q1	$217K	Buy	+4,266	New	+$204K	0.05%	397
2018 Q1	–	Sell	-4,490	Closed	-$277K	–	273
2017 Q4	$277K	Buy	+4,490	New	+$286K	0.06%	311

Other funds holding CGNX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Institute for Wealth Management's CGNX Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Cognex (CGNX) in Q2 2026: 2,988 shares worth $216K. The stake represents 0.02% of the portfolio and ranks #498 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in CGNX as recently as Q1 2022.

Institute for Wealth Management first reported a position in CGNX in Q4 2017 and has held it in 14 quarters since. The position peaked at $337K in Q1 2021. 654 funds tracked by Wall St. Rank hold CGNX as of Q2 2026.

Institute for Wealth Management held 2,988 shares of Cognex worth $216K as of Q2 2026.
Cognex was a new Institute for Wealth Management position in Q2 2026.
Cognex made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #498 holding.
Institute for Wealth Management first reported a position in Cognex in Q4 2017 and has held it in 14 quarters since.
Institute for Wealth Management's Cognex position peaked at $337K in Q1 2021.
654 funds tracked by Wall St. Rank held Cognex as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.