SimplyRich’s Logitech LOGI Stock Holding History

SimplyRich’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	$613K	Sell	6,728 -306	-4%	-$28.2K	0.16%	128
2025 Q4	$704K	Hold	7,034	–	–	0.18%	103
2025 Q3	$771K	Buy	7,034 +161	+2%	+$16.2K	0.21%	100
2025 Q2	$619K	Sell	6,873 -2,666	-28%	-$216K	0.17%	117
2025 Q1	$805K	Hold	9,539	–	–	0.23%	94
2024 Q4	$785K	Buy	9,539 +1,797	+23%	+$149K	0.22%	94
2024 Q3	$694K	Sell	7,742 -908	-10%	-$80.8K	0.19%	106
2024 Q2	$838K	Buy	8,650 +1,576	+22%	+$142K	0.27%	84
2024 Q1	$633K	Buy	7,074 +70	+1%	+$6.25K	0.2%	98
2023 Q4	$666K	Buy	7,004 +3	+0%	+$246	0.23%	96
2023 Q3	$482K	Sell	7,001 -7	-0.1%	-$471	0.23%	98
2023 Q2	$416K	Buy	7,008 +452	+7%	+$27.4K	0.15%	123
2023 Q1	$380K	Sell	6,556 -2,870	-30%	-$163K	0.14%	126
2022 Q4	$586K	Buy	+9,426	New	+$516K	0.23%	100

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 $105B AUM 38.07% 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

SimplyRich's LOGI Position: Q1 2026 in Review

SimplyRich reduced its Logitech (LOGI) stake by 4.4% in Q1 2026, selling an estimated $28.2K and leaving 6,728 shares worth $613K. The position accounts for 0.16% of the portfolio, ranked #128.

SimplyRich first reported a position in LOGI in Q4 2022 and has held it in 14 quarters since. The position peaked at $838K in Q2 2024. 370 funds tracked by Wall St. Rank hold LOGI as of Q1 2026.

SimplyRich held 6,728 shares of Logitech worth $613K as of Q1 2026.
SimplyRich sold 306 Logitech shares in Q1 2026, an estimated $28.2K.
Logitech made up 0.16% of SimplyRich's portfolio in Q1 2026, its #128 holding.
SimplyRich first reported a position in Logitech in Q4 2022 and has held it in 14 quarters since.
SimplyRich's Logitech position peaked at $838K in Q2 2024.
370 funds tracked by Wall St. Rank held Logitech as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.