SFA
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Sequoia Financial Advisors’s Logitech LOGI Stock Holding History

Sequoia Financial Advisors’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 		$936K Buy
10,277
+3,801
+59% +$350K 0.01% 929
2025
Q4 		$649K Buy
6,476
+813
+14% +$91.4K ﹤0.01% 1123
2025
Q3 		$621K Buy
5,663
+867
+18% +$87.1K ﹤0.01% 1021
2025
Q2 		$432K Buy
4,796
+2,027
+73% +$164K ﹤0.01% 1073
2025
Q1 		$234K Sell
2,769
-7
-0.3% -$659 ﹤0.01% 1193
2024
Q4 		$229K Buy
2,776
+484
+21% +$40.1K ﹤0.01% 1160
2024
Q3 		$206K Buy
2,292
+49
+2% +$4.36K ﹤0.01% 1154
2024
Q2 		$217K Buy
+2,243
New +$202K ﹤0.01% 1060
2024
Q1 		– Sell
-2,170
Closed -$206K – 1247
2023
Q4 		$206K Buy
+2,170
New +$178K ﹤0.01% 1097

Other funds holding LOGI

UBS Group
UBS Group Zurich, Switzerland $564B 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 $1.47T AUM 27.86% 1-Year Est. Return