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PDS Planning’s Logitech LOGI Stock Holding History

PDS Planning’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 		$236K Buy
2,514
+259
+11% +$26.9K 0.01% 515
2026
Q1 		$205K Buy
2,255
+120
+6% +$11.1K 0.01% 518
2025
Q4 		$214K Buy
2,135
+189
+10% +$21.2K 0.01% 494
2025
Q3 		$213K Buy
+1,946
New +$196K 0.01% 481

Other funds holding LOGI

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 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 $52.2B AUM 40.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

PDS Planning's LOGI Position: Q2 2026 in Review

PDS Planning increased its Logitech (LOGI) stake by 11% in Q2 2026, buying an estimated $26.9K and bringing the position to 2,514 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #515.

PDS Planning first reported a position in LOGI in Q3 2025 and has held it in 4 quarters since. 383 funds tracked by Wall St. Rank hold LOGI as of Q2 2026.

  • PDS Planning held 2,514 shares of Logitech worth $236K as of Q2 2026.
  • PDS Planning bought 259 Logitech shares in Q2 2026, an estimated $26.9K.
  • Logitech made up 0.01% of PDS Planning's portfolio in Q2 2026, its #515 holding.
  • PDS Planning first reported a position in Logitech in Q3 2025 and has held it in 4 quarters since.
  • 383 funds tracked by Wall St. Rank held Logitech as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.