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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
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

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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

Root Financial Partners's LOGI Position: Q2 2026 in Review

Root Financial Partners sold out of Logitech (LOGI) in Q2 2026, closing a stake of 10 shares — an estimated $911 sold.

Root Financial Partners first reported a position in LOGI in Q3 2025 and held it in 3 quarters. The position peaked at $911 in Q1 2026. 382 funds tracked by Wall St. Rank hold LOGI as of Q2 2026.

  • Root Financial Partners reported no remaining Logitech position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 10 Logitech shares in Q2 2026, an estimated $911.
  • Root Financial Partners first reported a position in Logitech in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Logitech position peaked at $911 in Q1 2026.
  • 382 funds tracked by Wall St. Rank held Logitech as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.