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SkyOak Wealth’s Logitech LOGI Stock Holding History

SkyOak Wealth’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 		– Sell
-2,239
Closed -$224K – 265
2025
Q4 		$224K Buy
+2,239
New +$252K 0.04% 224
2025
Q3 		– Sell
-2,823
Closed -$254K – 257
2025
Q2 		$254K Buy
2,823
+63
+2% +$5.11K 0.05% 199
2025
Q1 		$233K Sell
2,760
-400
-13% -$37.6K 0.05% 209
2024
Q4 		$260K Buy
3,160
+73
+2% +$6.05K 0.06% 206
2024
Q3 		$277K Sell
3,087
-143
-4% -$12.7K 0.06% 183
2024
Q2 		$313K Buy
+3,230
New +$291K 0.07% 169
2024
Q1 		– Sell
-3,303
Closed -$314K – 260
2023
Q4 		$314K Buy
+3,303
New +$271K 0.08% 171
2023
Q3 		– Sell
-4,179
Closed -$248K – 249
2023
Q2 		$248K Buy
+4,179
New +$253K 0.07% 198
2021
Q3 		– Sell
-1,754
Closed -$212K – 246
2021
Q2 		$212K Sell
1,754
-62
-3% -$7.25K 0.06% 215
2021
Q1 		$204K Buy
+1,816
New +$191K 0.06% 218

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

SkyOak Wealth's LOGI Position: Q1 2026 in Review

SkyOak Wealth sold out of Logitech (LOGI) in Q1 2026, closing a stake of 2,239 shares — an estimated $224K sold.

SkyOak Wealth first reported a position in LOGI in Q1 2021 and held it in 10 quarters. The position peaked at $314K in Q4 2023. 369 funds tracked by Wall St. Rank hold LOGI as of Q1 2026.

  • SkyOak Wealth reported no remaining Logitech position as of Q1 2026 after selling out during the quarter.
  • SkyOak Wealth sold 2,239 Logitech shares in Q1 2026, an estimated $224K.
  • SkyOak Wealth first reported a position in Logitech in Q1 2021 and held it in 10 quarters.
  • SkyOak Wealth's Logitech position peaked at $314K in Q4 2023.
  • 369 funds tracked by Wall St. Rank held Logitech as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.