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Root Financial Partners’s Logitech LOGI Stock Holding History

Root Financial Partners’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 		$911 Buy
10
+3
+43% +$276 ﹤0.01% 2646
2025
Q4 		$702 Hold
7
– – ﹤0.01% 2167
2025
Q3 		$768 Buy
+7
New +$704 ﹤0.01% 2096

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

Root Financial Partners's LOGI Position: Q1 2026 in Review

Root Financial Partners increased its Logitech (LOGI) stake by 43% in Q1 2026, buying an estimated $276 and bringing the position to 10 shares worth $911. The position accounts for ﹤0.01% of the portfolio, ranked #2646.

Root Financial Partners first reported a position in LOGI in Q3 2025 and has held it in 3 quarters since. 370 funds tracked by Wall St. Rank hold LOGI as of Q1 2026.

  • Root Financial Partners held 10 shares of Logitech worth $911 as of Q1 2026.
  • Root Financial Partners bought 3 Logitech shares in Q1 2026, an estimated $276.
  • Logitech made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2646 holding.
  • Root Financial Partners first reported a position in Logitech in Q3 2025 and has held it in 3 quarters since.
  • 370 funds tracked by Wall St. Rank held Logitech as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.