PWPS
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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
Q2 		$120K Sell
1,278
-4
-0.3% -$415 0.01% 769
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

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

Pinnacle Wealth Planning Services's LOGI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Logitech (LOGI) stake by 0.31% in Q2 2026, selling an estimated $415 and leaving 1,278 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #769.

Pinnacle Wealth Planning Services first reported a position in LOGI in Q4 2020 and has held it in 4 quarters since. The position peaked at $126K in Q4 2025. 383 funds tracked by Wall St. Rank hold LOGI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,278 shares of Logitech worth $120K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 4 Logitech shares in Q2 2026, an estimated $415.
  • Logitech made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #769 holding.
  • Pinnacle Wealth Planning Services first reported a position in Logitech in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Logitech position peaked at $126K in Q4 2025.
  • 383 funds tracked by Wall St. Rank held Logitech as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.