Allworth Financial’s Logitech LOGI Stock Holding History

Allworth Financial’s Portfolio LOGI Stock Details LOGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$75.6K	Buy	830 +7	+0.9%	+$645	﹤0.01%	2036
2025 Q4	$82.5K	Buy	823 +40	+5%	+$4.5K	﹤0.01%	1867
2025 Q3	$85.9K	Sell	783 -83	-10%	-$8.34K	﹤0.01%	1768
2025 Q2	$78.1K	Sell	866 -7	-0.8%	-$568	﹤0.01%	1680
2025 Q1	$67.4K	Sell	873 -5	-0.6%	-$470	﹤0.01%	1413
2024 Q4	$77.1K	Buy	878 +26	+3%	+$2.15K	﹤0.01%	1377
2024 Q3	$76.5K	Sell	852 -38	-4%	-$3.38K	﹤0.01%	1207
2024 Q2	$79.1K	Buy	890 +136	+18%	+$12.2K	﹤0.01%	1166
2024 Q1	$67.4K	Hold	754	–	–	﹤0.01%	1176
2023 Q4	$71.7K	Hold	754	–	–	﹤0.01%	1058
2023 Q3	$52K	Buy	754 +538	+249%	+$36.2K	﹤0.01%	1107
2023 Q2	$12.8K	Hold	216	–	–	﹤0.01%	1780
2023 Q1	$12.5K	Hold	216	–	–	﹤0.01%	1715
2022 Q4	$13.4K	Buy	216 +125	+137%	+$6.84K	﹤0.01%	1584
2022 Q3	$4K	Buy	91 +47	+107%	+$2.47K	﹤0.01%	1948
2022 Q2	$2K	Buy	+44	New	+$2.71K	﹤0.01%	2008
2021 Q1	–	Sell	-4	Closed	–	–	1566
2020 Q4	$0	Buy	+4	New	+$345	﹤0.01%	1400

Other funds holding LOGI

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Vontobel Holding

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Zurich Cantonal Bank

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return