Modera Wealth Management’s Logitech LOGI Stock Holding History

Modera Wealth Management’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	$2.78M	Sell	29,563 -76	-0.3%	-$7.89K	0.03%	240
2026 Q1	$2.7M	Sell	29,639 -2,137	-7%	-$197K	0.03%	228
2025 Q4	$3.18M	Sell	31,776 -380	-1%	-$42.7K	0.04%	227
2025 Q3	$3.53M	Sell	32,156 -1,708	-5%	-$172K	0.04%	215
2025 Q2	$3.05M	Buy	33,864 +55	+0.2%	+$4.46K	0.04%	218
2025 Q1	$2.85M	Sell	33,809 -404	-1%	-$38K	0.04%	219
2024 Q4	$2.82M	Sell	34,213 -585	-2%	-$48.5K	0.03%	220
2024 Q3	$3.12M	Sell	34,798 -1,414	-4%	-$126K	0.04%	201
2024 Q2	$3.51M	Sell	36,212 -88,955	-71%	-$8.01M	0.05%	183
2024 Q1	$11.2M	Sell	125,167 -5,390	-4%	-$482K	0.17%	103
2023 Q4	$12.4M	Sell	130,557 -22,509	-15%	-$1.85M	0.21%	95
2023 Q3	$10.6M	Sell	153,066 -10,030	-6%	-$676K	0.2%	100
2023 Q2	$9.69M	Buy	+163,096	New	+$9.87M	0.18%	108

Other funds holding LOGI

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Modera Wealth Management's LOGI Position: Q2 2026 in Review

Modera Wealth Management reduced its Logitech (LOGI) stake by 0.26% in Q2 2026, selling an estimated $7.89K and leaving 29,563 shares worth $2.78M. The position accounts for 0.03% of the portfolio, ranked #240.

Modera Wealth Management first reported a position in LOGI in Q2 2023 and has held it in 13 quarters since. The position peaked at $12.4M in Q4 2023. 383 funds tracked by Wall St. Rank hold LOGI as of Q2 2026.

Modera Wealth Management held 29,563 shares of Logitech worth $2.78M as of Q2 2026.
Modera Wealth Management sold 76 Logitech shares in Q2 2026, an estimated $7.89K.
Logitech made up 0.03% of Modera Wealth Management's portfolio in Q2 2026, its #240 holding.
Modera Wealth Management first reported a position in Logitech in Q2 2023 and has held it in 13 quarters since.
Modera Wealth Management's Logitech position peaked at $12.4M in Q4 2023.
383 funds tracked by Wall St. Rank held Logitech as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.