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Pinnacle Wealth Planning Services’s Logitech LOGI Stock Holding History

Pinnacle Wealth Planning Services’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 		$117K Buy
1,282
+22
+2% +$2.03K 0.01% 719
2025
Q4 		$126K Buy
+1,260
New +$142K 0.01% 663
2021
Q1 		– Sell
-564
Closed -$55K – 1249
2020
Q4 		$55K Buy
+564
New +$48.7K 0.01% 744

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

Pinnacle Wealth Planning Services's LOGI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Logitech (LOGI) stake by 1.7% in Q1 2026, buying an estimated $2.03K and bringing the position to 1,282 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #719.

Pinnacle Wealth Planning Services first reported a position in LOGI in Q4 2020 and has held it in 3 quarters since. The position peaked at $126K in Q4 2025. 369 funds tracked by Wall St. Rank hold LOGI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,282 shares of Logitech worth $117K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 22 Logitech shares in Q1 2026, an estimated $2.03K.
  • Logitech made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #719 holding.
  • Pinnacle Wealth Planning Services first reported a position in Logitech in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Logitech position peaked at $126K in Q4 2025.
  • 369 funds tracked by Wall St. Rank held Logitech as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.