Richardson Financial Services’s Logitech LOGI Stock Holding History

Richardson Financial 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	$36.1K	Sell	396 -267	-40%	-$24.6K	0.02%	344
2025 Q4	$66.4K	Buy	663 +334	+102%	+$37.5K	0.02%	266
2025 Q3	$36.1K	Buy	329 +128	+64%	+$12.9K	0.02%	313
2025 Q2	$18.3K	Sell	201 -36	-15%	-$2.92K	0.01%	345
2025 Q1	$20K	Buy	237 +4	+2%	+$376	0.02%	324
2024 Q4	$19.3K	Sell	233 -6	-3%	-$497	0.01%	345
2024 Q3	$23.2K	Hold	239	–	–	0.01%	328
2024 Q2	$23.2K	Hold	239	–	–	0.02%	309
2024 Q1	$21.4K	Buy	+239	New	+$21.4K	0.02%	341

Other funds holding LOGI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Richardson Financial Services's LOGI Position: Q1 2026 in Review

Richardson Financial Services reduced its Logitech (LOGI) stake by 40% in Q1 2026, selling an estimated $24.6K and leaving 396 shares worth $36.1K. The position accounts for 0.02% of the portfolio, ranked #344.

Richardson Financial Services first reported a position in LOGI in Q1 2024 and has held it in 9 quarters since. The position peaked at $66.4K in Q4 2025. 369 funds tracked by Wall St. Rank hold LOGI as of Q1 2026.

Richardson Financial Services held 396 shares of Logitech worth $36.1K as of Q1 2026.
Richardson Financial Services sold 267 Logitech shares in Q1 2026, an estimated $24.6K.
Logitech made up 0.02% of Richardson Financial Services's portfolio in Q1 2026, its #344 holding.
Richardson Financial Services first reported a position in Logitech in Q1 2024 and has held it in 9 quarters since.
Richardson Financial Services's Logitech position peaked at $66.4K in Q4 2025.
369 funds tracked by Wall St. Rank held Logitech as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.