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EP Wealth Advisors’s Logitech LOGI Stock Holding History

EP Wealth Advisors’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
Q2 		$1.89M Sell
20,079
-7,572
-27% -$786K 0.01% 590
2026
Q1 		$2.52M Buy
+27,651
New +$2.55M 0.01% 430

Other funds holding LOGI

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

EP Wealth Advisors's LOGI Position: Q2 2026 in Review

EP Wealth Advisors reduced its Logitech (LOGI) stake by 27% in Q2 2026, selling an estimated $786K and leaving 20,079 shares worth $1.89M. The position accounts for 0.01% of the portfolio, ranked #590.

EP Wealth Advisors first reported a position in LOGI in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.52M in Q1 2026. 383 funds tracked by Wall St. Rank hold LOGI as of Q2 2026.

  • EP Wealth Advisors held 20,079 shares of Logitech worth $1.89M as of Q2 2026.
  • EP Wealth Advisors sold 7,572 Logitech shares in Q2 2026, an estimated $786K.
  • Logitech made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #590 holding.
  • EP Wealth Advisors first reported a position in Logitech in Q1 2026 and has held it in 2 quarters since.
  • EP Wealth Advisors's Logitech position peaked at $2.52M in Q1 2026.
  • 383 funds tracked by Wall St. Rank held Logitech as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.