Shelton Capital Management’s Cognex CGNX Stock Holding History

Shelton Capital 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	$400K	Hold	5,525	–	–	0.01%	438
2026 Q1	$271K	Sell	5,525 -560	-9%	-$26.1K	0.01%	549
2025 Q4	$219K	Hold	6,085	–	–	﹤0.01%	628
2025 Q3	$276K	Buy	+6,085	New	+$246K	0.01%	539
2025 Q1	–	Sell	-6,765	Closed	-$243K	–	710
2024 Q4	$243K	Hold	6,765	–	–	0.01%	598
2024 Q3	$274K	Hold	6,765	–	–	0.01%	546
2024 Q2	$316K	Sell	6,765 -682	-9%	-$30K	0.01%	466
2024 Q1	$316K	Hold	7,447	–	–	0.01%	506
2023 Q4	$311K	Sell	7,447 -575	-7%	-$22.1K	0.01%	486
2023 Q3	$340K	Sell	8,022 -503	-6%	-$24.7K	0.01%	416
2023 Q2	$478K	Sell	8,525 -162	-2%	-$8.38K	0.02%	333
2023 Q1	$430K	Sell	8,687 -192	-2%	-$9.72K	0.02%	335
2022 Q4	$418K	Sell	8,879 -486	-5%	-$22.8K	0.04%	311
2022 Q3	$388K	Hold	9,365	–	–	0.02%	358
2022 Q2	$398K	Hold	9,365	–	–	0.02%	366
2022 Q1	$723K	Hold	9,365	–	–	0.03%	304
2021 Q4	$728K	Sell	9,365 -300	-3%	-$24.2K	0.03%	303
2021 Q3	$775K	Hold	9,665	–	–	0.03%	295
2021 Q2	$812K	Hold	9,665	–	–	0.03%	295
2021 Q1	$802K	Hold	9,665	–	–	0.03%	308
2020 Q4	$776K	Sell	9,665 -292	-3%	-$21.2K	0.03%	283
2020 Q3	$648K	Hold	9,957	–	–	0.03%	396
2020 Q2	$595K	Sell	9,957 -516	-5%	-$28K	0.03%	301
2020 Q1	$442K	Sell	10,473 -408	-4%	-$20.4K	0.03%	312
2019 Q4	$610K	Sell	10,881 -709	-6%	-$36.7K	0.03%	305
2019 Q3	$569K	Hold	11,590	–	–	0.03%	317
2019 Q2	$556K	Buy	11,590 +10,967	+1,760%	+$527K	0.03%	322
2019 Q1	$12.2K	Sell	623 -11,620	-95%	-$556K	0.05%	338
2018 Q4	$473K	Hold	12,243	–	–	0.03%	325
2018 Q3	$683K	Hold	12,243	–	–	0.04%	288
2018 Q2	$546K	Hold	12,243	–	–	0.03%	321
2018 Q1	$637K	Sell	12,243 -707	-5%	-$41.8K	0.04%	305
2017 Q4	$792K	Hold	12,950	–	–	0.05%	274
2017 Q3	$714K	Hold	12,950	–	–	0.05%	282
2017 Q2	$550K	Hold	12,950	–	–	0.04%	339
2017 Q1	$544K	Hold	12,950	–	–	0.04%	341
2016 Q4	$412K	Sell	12,950 -4,934	-28%	-$141K	0.03%	455
2016 Q3	$473K	Hold	17,884	–	–	0.04%	383
2016 Q2	$385K	Hold	17,884	–	–	0.03%	463
2016 Q1	$348K	Hold	17,884	–	–	0.03%	491
2015 Q4	$302K	Hold	17,884	–	–	0.03%	534
2015 Q3	$307K	Hold	17,884	–	–	0.03%	523
2015 Q2	$430K	Sell	17,884 -13,164	-42%	-$323K	0.04%	421
2015 Q1	$770K	Hold	31,048	–	–	0.08%	242
2014 Q4	$642K	Buy	31,048 +17,884	+136%	+$356K	0.07%	278
2014 Q3	$265K	Hold	13,164	–	–	0.04%	596
2014 Q2	$253K	Buy	13,164 +728	+6%	+$12.9K	0.04%	640
2014 Q1	$211K	Hold	12,436	–	–	0.03%	696
2013 Q4	$237K	Buy	+12,436	New	+$202K	0.04%	626

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 $3.37T AUM 44.26% 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

Shelton Capital Management's CGNX Position: Q2 2026 in Review

Shelton Capital Management held its Cognex (CGNX) position steady in Q2 2026 at 5,525 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #438.

Shelton Capital Management first reported a position in CGNX in Q4 2013 and has held it in 49 quarters since. The position peaked at $812K in Q2 2021. 651 funds tracked by Wall St. Rank hold CGNX as of Q2 2026.

Shelton Capital Management held 5,525 shares of Cognex worth $400K as of Q2 2026.
Shelton Capital Management left its Cognex share count unchanged in Q2 2026.
Cognex made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #438 holding.
Shelton Capital Management first reported a position in Cognex in Q4 2013 and has held it in 49 quarters since.
Shelton Capital Management's Cognex position peaked at $812K in Q2 2021.
651 funds tracked by Wall St. Rank held Cognex as of Q2 2026.

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