Mount Yale Investment Advisors’s Logitech LOGI Stock Holding History

Mount Yale Investment Advisors’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	$253K	Buy	2,686 +24	+0.9%	+$2.49K	﹤0.01%	1053
2026 Q1	$243K	Buy	+2,662	New	+$245K	0.01%	983
2025 Q3	–	Sell	-2,723	Closed	-$245K	–	1201
2025 Q2	$245K	Buy	2,723 +68	+3%	+$5.52K	0.02%	510
2025 Q1	$224K	Buy	+2,655	New	+$250K	0.02%	495
2024 Q4	–	Sell	-2,920	Closed	-$262K	–	594
2024 Q3	$262K	Sell	2,920 -33	-1%	-$2.94K	0.03%	474
2024 Q2	$286K	Buy	+2,953	New	+$266K	0.02%	445

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

Mount Yale Investment Advisors's LOGI Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Logitech (LOGI) stake by 0.9% in Q2 2026, buying an estimated $2.49K and bringing the position to 2,686 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

Mount Yale Investment Advisors first reported a position in LOGI in Q2 2024 and has held it in 6 quarters since. The position peaked at $286K in Q2 2024. 383 funds tracked by Wall St. Rank hold LOGI as of Q2 2026.

Mount Yale Investment Advisors held 2,686 shares of Logitech worth $253K as of Q2 2026.
Mount Yale Investment Advisors bought 24 Logitech shares in Q2 2026, an estimated $2.49K.
Logitech made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1053 holding.
Mount Yale Investment Advisors first reported a position in Logitech in Q2 2024 and has held it in 6 quarters since.
Mount Yale Investment Advisors's Logitech position peaked at $286K in Q2 2024.
383 funds tracked by Wall St. Rank held Logitech as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.