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
Q2
$1.15M Buy
15,916
+5,519
+53% +$335K 0.01% 1129
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: Q2 2026 in Review

Integrated Wealth Concepts increased its Cognex (CGNX) stake by 53% in Q2 2026, buying an estimated $335K and bringing the position to 15,916 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #1129.

Integrated Wealth Concepts first reported a position in CGNX in Q2 2023 and has held it in 5 quarters since. 654 funds tracked by Wall St. Rank hold CGNX as of Q2 2026.

  • Integrated Wealth Concepts held 15,916 shares of Cognex worth $1.15M as of Q2 2026.
  • Integrated Wealth Concepts bought 5,519 Cognex shares in Q2 2026, an estimated $335K.
  • Cognex made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1129 holding.
  • Integrated Wealth Concepts first reported a position in Cognex in Q2 2023 and has held it in 5 quarters since.
  • 654 funds tracked by Wall St. Rank held Cognex as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.