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Cherry Tree Wealth Management’s Logitech LOGI Stock Holding History

Cherry Tree Wealth Management’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
2025
Q2 		– Sell
-45
Closed -$3.8K – 684
2025
Q1 		$3.8K Buy
+45
New +$4.23K ﹤0.01% 561

Other funds holding LOGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Cherry Tree Wealth Management's LOGI Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Logitech (LOGI) in Q2 2025, closing a stake of 45 shares — an estimated $3.8K sold.

Cherry Tree Wealth Management first reported a position in LOGI in Q1 2025 and held it in 1 quarter. The position peaked at $3.8K in Q1 2025. 320 funds tracked by Wall St. Rank hold LOGI as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Logitech position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 45 Logitech shares in Q2 2025, an estimated $3.8K.
  • Cherry Tree Wealth Management first reported a position in Logitech in Q1 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Logitech position peaked at $3.8K in Q1 2025.
  • 320 funds tracked by Wall St. Rank held Logitech as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.