Position in CGNX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$216,390
-$92,210 QoQ
Shares Held
2,988
-25.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#488
of 648 holders
Holding Since
Jun 2020
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGNX Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $1,297,779 across 11 Scientific & Technical Instruments names. CGNX ranks #3 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOVT |
Novanta Inc
|
1,379 | $223,728 | |
| 2 | MKSI |
Mks Inc
|
501 | $222,844 | |
| 3 | CGNX |
Cognex Corp
This page
|
2,988 | $216,390 | |
| 4 | KEYS |
Keysight Technologies, Inc.
|
446 | $156,131 | |
| 5 | TDY |
Teledyne Technologies Inc
|
222 | $148,051 | |
| 6 | BMI |
Badger Meter Inc
|
969 | $143,780 | |
| 7 | FTV |
Fortive Corp
|
1,733 | $105,868 | |
| 8 | GRMN |
Garmin Ltd
|
283 | $67,223 |
All Filings in CGNX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,390 | 2,988 | Shares | Sole | 2026-07-28 | |
| 2022-03-31 | $308,600 | 4,000 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $311,040 | 4,000 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $320,880 | 4,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $336,200 | 4,000 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $337,354 | 4,065 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $326,378 | 4,065 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $256,949 | 3,947 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $229,324 | 3,840 | Shares | Sole | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||