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Root Financial Partners’s Cognex CGNX Stock Holding History

Root Financial Partners’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 		– Sell
-1,207
Closed -$59.1K – 913
2026
Q1 		$59.1K Buy
1,207
+1,053
+684% +$49.2K ﹤0.01% 801
2025
Q4 		$5.54K Buy
154
+24
+18% +$971 ﹤0.01% 1731
2025
Q3 		$5.89K Buy
+130
New +$5.26K ﹤0.01% 1656

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

Root Financial Partners's CGNX Position: Q2 2026 in Review

Root Financial Partners sold out of Cognex (CGNX) in Q2 2026, closing a stake of 1,207 shares — an estimated $59.1K sold.

Root Financial Partners first reported a position in CGNX in Q3 2025 and held it in 3 quarters. The position peaked at $59.1K in Q1 2026. 653 funds tracked by Wall St. Rank hold CGNX as of Q2 2026.

  • Root Financial Partners reported no remaining Cognex position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,207 Cognex shares in Q2 2026, an estimated $59.1K.
  • Root Financial Partners first reported a position in Cognex in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Cognex position peaked at $59.1K in Q1 2026.
  • 653 funds tracked by Wall St. Rank held Cognex as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.