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Kestra Private Wealth Services’s Logitech LOGI Stock Holding History

Kestra Private Wealth Services’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
-9,449
Closed -$798K – 1646
2025
Q1 		$798K Buy
9,449
+1,344
+17% +$126K 0.01% 765
2024
Q4 		$667K Buy
8,105
+2,375
+41% +$197K 0.01% 802
2024
Q3 		$514K Buy
+5,730
New +$510K 0.01% 863
2024
Q2 		– Sell
-3,126
Closed -$279K – 1385
2024
Q1 		$279K Buy
+3,126
New +$279K 0.01% 1042

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

Kestra Private Wealth Services's LOGI Position: Q2 2025 in Review

Kestra Private Wealth Services sold out of Logitech (LOGI) in Q2 2025, closing a stake of 9,449 shares — an estimated $798K sold.

Kestra Private Wealth Services first reported a position in LOGI in Q1 2024 and held it in 4 quarters. The position peaked at $798K in Q1 2025. 320 funds tracked by Wall St. Rank hold LOGI as of Q2 2025.

  • Kestra Private Wealth Services reported no remaining Logitech position as of Q2 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 9,449 Logitech shares in Q2 2025, an estimated $798K.
  • Kestra Private Wealth Services first reported a position in Logitech in Q1 2024 and held it in 4 quarters.
  • Kestra Private Wealth Services's Logitech position peaked at $798K in Q1 2025.
  • 320 funds tracked by Wall St. Rank held Logitech as of Q2 2025.

Based on Kestra Private Wealth Services's 13F filing for Q2 2025, filed 7 Aug 2025.