EWA
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EverSource Wealth Advisors’s Logitech LOGI Stock Holding History

EverSource 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 		$148K Sell
1,576
-909
-37% -$94.3K 0.01% 1179
2026
Q1 		$226K Buy
2,485
+320
+15% +$29.5K 0.01% 983
2025
Q4 		$217K Buy
2,165
+279
+15% +$31.4K 0.01% 907
2025
Q3 		$207K Buy
1,886
+107
+6% +$10.8K 0.01% 889
2025
Q2 		$160K Buy
1,779
+206
+13% +$16.7K 0.01% 964
2025
Q1 		$133K Buy
1,573
+79
+5% +$7.43K 0.01% 809
2024
Q4 		$123K Buy
1,494
+213
+17% +$17.7K 0.01% 844
2024
Q3 		$115K Sell
1,281
-925
-42% -$82.3K 0.01% 750
2024
Q2 		$200K Buy
2,206
+128
+6% +$11.5K 0.01% 557
2024
Q1 		$163K Buy
2,078
+314
+18% +$28.1K 0.01% 555
2023
Q4 		$168K Buy
1,764
+43
+2% +$3.53K 0.02% 479
2023
Q3 		$119K Buy
1,721
+41
+2% +$2.76K 0.01% 512
2023
Q2 		$99.8K Buy
1,680
+561
+50% +$33.9K 0.01% 581
2023
Q1 		$65K Sell
1,119
-1,046
-48% -$59.5K 0.01% 687
2022
Q4 		$135K Buy
2,165
+293
+16% +$16K 0.02% 431
2022
Q3 		$86K Buy
1,872
+235
+14% +$12.4K 0.02% 470
2022
Q2 		$85K Buy
1,637
+1,114
+213% +$68.6K 0.02% 422
2022
Q1 		$39K Buy
523
+440
+530% +$34.1K 0.01% 509
2021
Q4 		$7K Buy
+83
New +$6.93K ﹤0.01% 1116

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

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

EverSource Wealth Advisors reduced its Logitech (LOGI) stake by 37% in Q2 2026, selling an estimated $94.3K and leaving 1,576 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #1179.

EverSource Wealth Advisors first reported a position in LOGI in Q4 2021 and has held it in 19 quarters since. The position peaked at $226K in Q1 2026. 381 funds tracked by Wall St. Rank hold LOGI as of Q2 2026.

  • EverSource Wealth Advisors held 1,576 shares of Logitech worth $148K as of Q2 2026.
  • EverSource Wealth Advisors sold 909 Logitech shares in Q2 2026, an estimated $94.3K.
  • Logitech made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1179 holding.
  • EverSource Wealth Advisors first reported a position in Logitech in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Logitech position peaked at $226K in Q1 2026.
  • 381 funds tracked by Wall St. Rank held Logitech as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.