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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
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

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PDS Planning's LOGI Position: Q1 2026 in Review

PDS Planning increased its Logitech (LOGI) stake by 5.6% in Q1 2026, buying an estimated $11.1K and bringing the position to 2,255 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #518.

PDS Planning first reported a position in LOGI in Q3 2025 and has held it in 3 quarters since. The position peaked at $214K in Q4 2025. 369 funds tracked by Wall St. Rank hold LOGI as of Q1 2026.

  • PDS Planning held 2,255 shares of Logitech worth $205K as of Q1 2026.
  • PDS Planning bought 120 Logitech shares in Q1 2026, an estimated $11.1K.
  • Logitech made up 0.01% of PDS Planning's portfolio in Q1 2026, its #518 holding.
  • PDS Planning first reported a position in Logitech in Q3 2025 and has held it in 3 quarters since.
  • PDS Planning's Logitech position peaked at $214K in Q4 2025.
  • 369 funds tracked by Wall St. Rank held Logitech as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.