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Total Wealth Planning & Management’s Cognex CGNX Stock Holding History

Total Wealth Planning & 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 		$543K Sell
7,500
-2,527
-25% -$153K 0.37% 95
2026
Q1 		$491K Buy
+10,027
New +$468K 0.36% 93

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

Total Wealth Planning & Management's CGNX Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its Cognex (CGNX) stake by 25% in Q2 2026, selling an estimated $153K and leaving 7,500 shares worth $543K. The position accounts for 0.37% of the portfolio, ranked #95.

Total Wealth Planning & Management first reported a position in CGNX in Q1 2026 and has held it in 2 quarters since. 653 funds tracked by Wall St. Rank hold CGNX as of Q2 2026.

  • Total Wealth Planning & Management held 7,500 shares of Cognex worth $543K as of Q2 2026.
  • Total Wealth Planning & Management sold 2,527 Cognex shares in Q2 2026, an estimated $153K.
  • Cognex made up 0.37% of Total Wealth Planning & Management's portfolio in Q2 2026, its #95 holding.
  • Total Wealth Planning & Management first reported a position in Cognex in Q1 2026 and has held it in 2 quarters since.
  • 653 funds tracked by Wall St. Rank held Cognex as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.