Integrated Wealth Concepts’s Cognex CGNX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$509K Buy
+10,397
New +$485K ﹤0.01% 1533
2025
Q4
Sell
-10,316
Closed -$467K 1683
2025
Q3
$467K Buy
10,316
+183
+2% +$7.4K ﹤0.01% 1384
2025
Q2
$321K Buy
+10,133
New +$290K ﹤0.01% 1513
2023
Q3
Sell
-3,733
Closed -$209K 1568
2023
Q2
$209K Buy
+3,733
New +$193K ﹤0.01% 1407

Other funds holding CGNX

Integrated Wealth Concepts's CGNX Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Cognex (CGNX) in Q1 2026: 10,397 shares worth $509K. The stake represents ﹤0.01% of the portfolio and ranks #1533 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in CGNX as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in CGNX in Q2 2023 and has held it in 4 quarters since. 569 funds tracked by Wall St. Rank hold CGNX as of Q1 2026.

  • Integrated Wealth Concepts held 10,397 shares of Cognex worth $509K as of Q1 2026.
  • Cognex was a new Integrated Wealth Concepts position in Q1 2026.
  • Cognex made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1533 holding.
  • Integrated Wealth Concepts first reported a position in Cognex in Q2 2023 and has held it in 4 quarters since.
  • 569 funds tracked by Wall St. Rank held Cognex as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.