Holos Integrated Wealth
LOGI icon

Holos Integrated Wealth’s Logitech LOGI Stock Holding History

Holos Integrated Wealth’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
Q3 		$5.37K Hold
50
– – ﹤0.01% 310
2026
Q2 		$4.86K Hold
50
– – ﹤0.01% 303
2026
Q1 		$4.64K Hold
50
– – ﹤0.01% 304
2025
Q4 		$5.01K Hold
50
– – ﹤0.01% 239
2025
Q3 		$5.09K Hold
50
– – ﹤0.01% 230
2025
Q2 		$4.91K Hold
50
– – ﹤0.01% 233
2025
Q1 		$4.22K Hold
50
– – ﹤0.01% 239
2024
Q4 		$4.12K Buy
+50
New +$4.14K ﹤0.01% 243

Other funds holding LOGI

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring Oslo $863M AUM 17.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Haven Global Partners
Haven Global Partners Atlanta, Georgia $112M AUM 17.99% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Bellecapital
Bellecapital Zurich, Switzerland $683M AUM 33.2% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

Holos Integrated Wealth's LOGI Position: Q3 2026 in Review

Holos Integrated Wealth held its Logitech (LOGI) position steady in Q3 2026 at 50 shares worth $5.37K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Holos Integrated Wealth first reported a position in LOGI in Q4 2024 and has held it in 8 quarters since. 67 funds tracked by Wall St. Rank hold LOGI as of Q3 2026.

  • Holos Integrated Wealth held 50 shares of Logitech worth $5.37K as of Q3 2026.
  • Holos Integrated Wealth left its Logitech share count unchanged in Q3 2026.
  • Logitech made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #310 holding.
  • Holos Integrated Wealth first reported a position in Logitech in Q4 2024 and has held it in 8 quarters since.
  • 67 funds tracked by Wall St. Rank held Logitech as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.