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Marshall Financial Group (Maryland)’s Logitech LOGI Stock Holding History

Marshall Financial Group (Maryland)’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
-21,187
Closed -$1.79M – 261
2025
Q1 		$1.79M Buy
21,187
+827
+4% +$77.8K 0.39% 54
2024
Q4 		$1.68M Buy
+20,360
New +$1.69M 0.41% 58

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 $31.4B AUM 31.97% 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 $105B AUM 38.07% 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

Marshall Financial Group (Maryland)'s LOGI Position: Q2 2025 in Review

Marshall Financial Group (Maryland) sold out of Logitech (LOGI) in Q2 2025, closing a stake of 21,187 shares — an estimated $1.79M sold.

Marshall Financial Group (Maryland) first reported a position in LOGI in Q4 2024 and held it in 2 quarters. The position peaked at $1.79M in Q1 2025. 321 funds tracked by Wall St. Rank hold LOGI as of Q2 2025.

  • Marshall Financial Group (Maryland) reported no remaining Logitech position as of Q2 2025 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 21,187 Logitech shares in Q2 2025, an estimated $1.79M.
  • Marshall Financial Group (Maryland) first reported a position in Logitech in Q4 2024 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s Logitech position peaked at $1.79M in Q1 2025.
  • 321 funds tracked by Wall St. Rank held Logitech as of Q2 2025.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2025, filed 10 Jul 2025.