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 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mount Yale Investment Advisors's LOGI Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Logitech (LOGI) in Q1 2026: 2,662 shares worth $243K. The stake represents 0.01% of the portfolio and ranks #983 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in LOGI as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in LOGI in Q2 2024 and has held it in 5 quarters since. The position peaked at $286K in Q2 2024. 370 funds tracked by Wall St. Rank hold LOGI as of Q1 2026.

Mount Yale Investment Advisors held 2,662 shares of Logitech worth $243K as of Q1 2026.
Logitech was a new Mount Yale Investment Advisors position in Q1 2026.
Logitech made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #983 holding.
Mount Yale Investment Advisors first reported a position in Logitech in Q2 2024 and has held it in 5 quarters since.
Mount Yale Investment Advisors's Logitech position peaked at $286K in Q2 2024.
370 funds tracked by Wall St. Rank held Logitech as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.