Montag & Associates’s Logitech LOGI Stock Holding History

Montag & Associates’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	-5	Closed	-$549	–	1073
2025 Q3	$549	Buy	+5	New	+$503	﹤0.01%	1077

Other funds holding LOGI

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

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

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

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

Montag & Associates's LOGI Position: Q4 2025 in Review

Montag & Associates sold out of Logitech (LOGI) in Q4 2025, closing a stake of 5 shares — an estimated $549 sold.

Montag & Associates first reported a position in LOGI in Q3 2025 and held it in 1 quarter. The position peaked at $549 in Q3 2025. 376 funds tracked by Wall St. Rank hold LOGI as of Q4 2025.

Montag & Associates reported no remaining Logitech position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 5 Logitech shares in Q4 2025, an estimated $549.
Montag & Associates first reported a position in Logitech in Q3 2025 and held it in 1 quarter.
Montag & Associates's Logitech position peaked at $549 in Q3 2025.
376 funds tracked by Wall St. Rank held Logitech as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.