Carson Wealth (CWM LLC)’s Logitech LOGI Stock Holding History

Carson Wealth (CWM LLC)’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	$205K	Buy	2,245 +173	+8%	+$15.9K	﹤0.01%	2721
2025 Q4	$208K	Buy	2,072 +272	+15%	+$30.6K	﹤0.01%	2543
2025 Q3	$197K	Buy	1,800 +402	+29%	+$40.4K	﹤0.01%	2455
2025 Q2	$126K	Sell	1,398 -127	-8%	-$10.3K	﹤0.01%	2528
2025 Q1	$129K	Sell	1,525 -546	-26%	-$51.4K	﹤0.01%	2217
2024 Q4	$171K	Buy	2,071 +9	+0.4%	+$746	﹤0.01%	1932
2024 Q3	$185K	Buy	2,062 +362	+21%	+$32.2K	﹤0.01%	1796
2024 Q2	$165K	Buy	1,700 +91	+6%	+$8.19K	﹤0.01%	1690
2024 Q1	$144K	Buy	1,609 +556	+53%	+$49.7K	﹤0.01%	1679
2023 Q4	$100K	Sell	1,053 -74	-7%	-$6.08K	﹤0.01%	1777
2023 Q3	$78K	Buy	1,127 +163	+17%	+$11K	﹤0.01%	1786
2023 Q2	$57K	Buy	964 +13	+1%	+$787	﹤0.01%	1886
2023 Q1	$55K	Buy	951 +35	+4%	+$1.99K	﹤0.01%	1813
2022 Q4	$57K	Buy	916 +340	+59%	+$18.6K	﹤0.01%	1662
2022 Q3	$26K	Sell	576 -79	-12%	-$4.15K	﹤0.01%	2059
2022 Q2	$34K	Buy	655 +264	+68%	+$16.3K	﹤0.01%	1817
2022 Q1	$29K	Buy	391 +63	+19%	+$4.88K	﹤0.01%	1856
2021 Q4	$27K	Buy	+328	New	+$27.4K	﹤0.01%	1832
2021 Q2	$11K	Hold	88	–	–	﹤0.01%	2064
2021 Q1	$11K	Hold	88	–	–	﹤0.01%	2064
2020 Q4	$11K	Hold	88	–	–	﹤0.01%	2063
2020 Q3	$11K	Hold	88	–	–	﹤0.01%	2062
2020 Q2	$11K	Hold	88	–	–	﹤0.01%	2062
2020 Q1	$11K	Hold	88	–	–	﹤0.01%	2062
2019 Q4	$11K	Hold	88	–	–	﹤0.01%	2062
2019 Q3	$11K	Hold	88	–	–	﹤0.01%	2062
2019 Q2	$11K	Hold	88	–	–	﹤0.01%	2062
2019 Q1	$11K	Sell	88 -412	-82%	-$14.8K	﹤0.01%	2062
2018 Q4	$16K	Hold	500	–	–	﹤0.01%	1200
2018 Q3	$22K	Hold	500	–	–	﹤0.01%	929
2018 Q2	$22K	Hold	500	–	–	﹤0.01%	815
2018 Q1	$18K	Hold	500	–	–	﹤0.01%	729
2017 Q4	$17K	Hold	500	–	–	﹤0.01%	732
2017 Q3	$18K	Hold	500	–	–	﹤0.01%	726
2017 Q2	$18K	Hold	500	–	–	﹤0.01%	649
2017 Q1	$16K	Hold	500	–	–	﹤0.01%	645
2016 Q4	$12K	Hold	500	–	–	﹤0.01%	698
2016 Q3	$11K	Buy	+500	New	+$10K	﹤0.01%	675
2015 Q4	–	Sell	-555	Closed	-$7K	–	730
2015 Q3	$7K	Sell	555 -12,644	-96%	-$174K	﹤0.01%	479
2015 Q2	$193K	Sell	13,199 -230,653	-95%	-$3.45M	0.02%	182
2015 Q1	$3.21M	Buy	243,852 +32,767	+16%	+$458K	0.32%	105
2014 Q4	$2.83M	Buy	211,085 +36,108	+21%	+$494K	0.34%	110
2014 Q3	$2.24M	Buy	174,977 +37,310	+27%	+$508K	0.33%	92
2014 Q2	$1.79M	Buy	137,667 +54,568	+66%	+$738K	0.32%	94
2014 Q1	$1.24M	Sell	83,099 -9,665	-10%	-$148K	0.17%	89
2013 Q4	$1.27M	Buy	92,764 +16,105	+21%	+$175K	0.2%	78
2013 Q3	$678K	Buy	+76,659	New	+$573K	0.18%	70

Other funds holding LOGI

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LOGI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Logitech (LOGI) stake by 8.3% in Q1 2026, buying an estimated $15.9K and bringing the position to 2,245 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #2721.

Carson Wealth (CWM LLC) first reported a position in LOGI in Q3 2013 and has held it in 47 quarters since. The position peaked at $3.21M in Q1 2015. 372 funds tracked by Wall St. Rank hold LOGI as of Q1 2026.

Carson Wealth (CWM LLC) held 2,245 shares of Logitech worth $205K as of Q1 2026.
Carson Wealth (CWM LLC) bought 173 Logitech shares in Q1 2026, an estimated $15.9K.
Logitech made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2721 holding.
Carson Wealth (CWM LLC) first reported a position in Logitech in Q3 2013 and has held it in 47 quarters since.
Carson Wealth (CWM LLC)'s Logitech position peaked at $3.21M in Q1 2015.
372 funds tracked by Wall St. Rank held Logitech as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.