Integrated Wealth Concepts’s Logitech LOGI Stock Holding History

Integrated Wealth Concepts’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 Q4	–	Sell	-1,855	Closed	-$203K	–	1878
2025 Q3	$203K	Buy	+1,855	New	+$186K	﹤0.01%	1853
2025 Q2	–	Sell	-2,550	Closed	-$215K	–	1959
2025 Q1	$215K	Sell	2,550 -297	-10%	-$27.9K	﹤0.01%	1582
2024 Q4	$234K	Sell	2,847 -277	-9%	-$23K	﹤0.01%	1516
2024 Q3	$280K	Buy	3,124 +9	+0.3%	+$801	﹤0.01%	1382
2024 Q2	$302K	Buy	3,115 +14	+0.5%	+$1.26K	﹤0.01%	1316
2024 Q1	$277K	Buy	3,101 +938	+43%	+$83.8K	﹤0.01%	1360
2023 Q4	$206K	Buy	+2,163	New	+$178K	﹤0.01%	1450

Other funds holding LOGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Integrated Wealth Concepts's LOGI Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of Logitech (LOGI) in Q4 2025, closing a stake of 1,855 shares — an estimated $203K sold.

Integrated Wealth Concepts first reported a position in LOGI in Q4 2023 and held it in 7 quarters. The position peaked at $302K in Q2 2024. 374 funds tracked by Wall St. Rank hold LOGI as of Q4 2025.

Integrated Wealth Concepts reported no remaining Logitech position as of Q4 2025 after selling out during the quarter.
Integrated Wealth Concepts sold 1,855 Logitech shares in Q4 2025, an estimated $203K.
Integrated Wealth Concepts first reported a position in Logitech in Q4 2023 and held it in 7 quarters.
Integrated Wealth Concepts's Logitech position peaked at $302K in Q2 2024.
374 funds tracked by Wall St. Rank held Logitech as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.