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SMA Capital’s Cognex CGNX Stock Holding History

SMA Capital’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 		$3.48M Buy
+48,000
New +$2.91M 1.46% 25
2026
Q1 		– Sell
-60,000
Closed -$2.16M – 98
2025
Q4 		$2.16M Buy
+60,000
New +$2.43M 1.03% 35

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 $3.38T AUM 44.17% 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

SMA Capital's CGNX Position: Q2 2026 in Review

SMA Capital opened a new position in Cognex (CGNX) in Q2 2026: 48,000 shares worth $3.48M. The stake represents 1.46% of the portfolio and ranks #25 among its holdings. This is a return to the name: SMA Capital previously reported a position in CGNX as recently as Q4 2025.

SMA Capital first reported a position in CGNX in Q4 2025 and has held it in 2 quarters since. 654 funds tracked by Wall St. Rank hold CGNX as of Q2 2026.

  • SMA Capital held 48,000 shares of Cognex worth $3.48M as of Q2 2026.
  • Cognex was a new SMA Capital position in Q2 2026.
  • Cognex made up 1.46% of SMA Capital's portfolio in Q2 2026, its #25 holding.
  • SMA Capital first reported a position in Cognex in Q4 2025 and has held it in 2 quarters since.
  • 654 funds tracked by Wall St. Rank held Cognex as of Q2 2026.

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