Root Financial Partners
LOGI icon

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
Q3 		$6.87K Buy
+68
New +$6.89K ﹤0.01% 2092
2026
Q2 		– Sell
-10
Closed -$911 – 1978
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

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Root Financial Partners's LOGI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Logitech (LOGI) in Q3 2026: 68 shares worth $6.87K. The stake represents ﹤0.01% of the portfolio and ranks #2092 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LOGI as recently as Q1 2026.

Root Financial Partners first reported a position in LOGI in Q3 2025 and has held it in 4 quarters since. 305 funds tracked by Wall St. Rank hold LOGI as of Q3 2026.

  • Root Financial Partners held 68 shares of Logitech worth $6.87K as of Q3 2026.
  • Logitech was a new Root Financial Partners position in Q3 2026.
  • Logitech made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2092 holding.
  • Root Financial Partners first reported a position in Logitech in Q3 2025 and has held it in 4 quarters since.
  • 305 funds tracked by Wall St. Rank held Logitech as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.