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United Financial Planning Group’s Cognex CGNX Stock Holding History

United Financial Planning Group’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
Q1 		– Sell
-8
Closed -$288 – 496
2025
Q4 		$288 Buy
+8
New +$324 ﹤0.01% 439

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

United Financial Planning Group's CGNX Position: Q1 2026 in Review

United Financial Planning Group sold out of Cognex (CGNX) in Q1 2026, closing a stake of 8 shares — an estimated $288 sold.

United Financial Planning Group first reported a position in CGNX in Q4 2025 and held it in 1 quarter. The position peaked at $288 in Q4 2025. 575 funds tracked by Wall St. Rank hold CGNX as of Q1 2026.

  • United Financial Planning Group reported no remaining Cognex position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 8 Cognex shares in Q1 2026, an estimated $288.
  • United Financial Planning Group first reported a position in Cognex in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Cognex position peaked at $288 in Q4 2025.
  • 575 funds tracked by Wall St. Rank held Cognex as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.