Physician Wealth Advisors’s Logitech LOGI Stock Holding History

Physician Wealth 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 Q3	$1.92K	Buy	19 +6	+46%	+$608	﹤0.01%	1599
2026 Q2	$1.22K	Hold	13	–	–	﹤0.01%	1744
2026 Q1	$1.18K	Sell	13 -7	-35%	-$645	﹤0.01%	1585
2025 Q4	$2K	Buy	20 +4	+25%	+$450	﹤0.01%	1286
2025 Q3	$1.76K	Buy	16 +8	+100%	+$804	﹤0.01%	1287
2025 Q2	$722	Sell	8 -2	-20%	-$162	﹤0.01%	1590
2025 Q1	$845	Buy	+10	New	+$941	﹤0.01%	1206

Other funds holding LOGI

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Oslo Pensjonsforsikring Oslo $863M AUM 17.72% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Haven Global Partners Atlanta, Georgia $112M AUM 17.99% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Bellecapital Zurich, Switzerland $683M AUM 33.2% 1-Year Est. Return

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

Physician Wealth Advisors's LOGI Position: Q3 2026 in Review

Physician Wealth Advisors increased its Logitech (LOGI) stake by 46% in Q3 2026, buying an estimated $608 and bringing the position to 19 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1599.

Physician Wealth Advisors first reported a position in LOGI in Q1 2025 and has held it in 7 quarters since. The position peaked at $2K in Q4 2025. 67 funds tracked by Wall St. Rank hold LOGI as of Q3 2026.

Physician Wealth Advisors held 19 shares of Logitech worth $1.92K as of Q3 2026.
Physician Wealth Advisors bought 6 Logitech shares in Q3 2026, an estimated $608.
Logitech made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1599 holding.
Physician Wealth Advisors first reported a position in Logitech in Q1 2025 and has held it in 7 quarters since.
Physician Wealth Advisors's Logitech position peaked at $2K in Q4 2025.
67 funds tracked by Wall St. Rank held Logitech as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.