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True Wealth Design’s Logitech LOGI Stock Holding History

True Wealth Design’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 		$18.7K Buy
199
+30
+18% +$3.11K ﹤0.01% 834
2026
Q1 		$15.4K Buy
169
+89
+111% +$8.2K ﹤0.01% 818
2025
Q4 		$8.02K Sell
80
-27
-25% -$3.04K ﹤0.01% 932
2025
Q3 		$11.7K Buy
107
+98
+1,089% +$9.85K ﹤0.01% 778
2025
Q2 		$812 Sell
9
-3
-25% -$243 ﹤0.01% 1546
2025
Q1 		$1.01K Hold
12
– – ﹤0.01% 1257
2024
Q4 		$989 Sell
12
-37
-76% -$3.07K ﹤0.01% 944
2024
Q3 		$4.4K Sell
49
-10,159
-100% -$904K ﹤0.01% 583
2024
Q2 		$989K Buy
10,208
+10,198
+101,980% +$918K 0.24% 35
2024
Q1 		$894 Buy
10
+5
+100% +$447 ﹤0.01% 491
2023
Q4 		$476 Sell
5
-12,332
-100% -$1.01M ﹤0.01% 483
2023
Q3 		$851K Sell
12,337
-1,145
-8% -$77.1K 0.28% 33
2023
Q2 		$801K Sell
13,482
-197
-1% -$11.9K 0.29% 60
2023
Q1 		$794K Buy
13,679
+13,675
+341,875% +$777K 0.33% 65
2022
Q4 		$249 Buy
+4
New +$219 ﹤0.01% 620

Other funds holding LOGI

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
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

True Wealth Design's LOGI Position: Q2 2026 in Review

True Wealth Design increased its Logitech (LOGI) stake by 18% in Q2 2026, buying an estimated $3.11K and bringing the position to 199 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

True Wealth Design first reported a position in LOGI in Q4 2022 and has held it in 15 quarters since. The position peaked at $989K in Q2 2024. 381 funds tracked by Wall St. Rank hold LOGI as of Q2 2026.

  • True Wealth Design held 199 shares of Logitech worth $18.7K as of Q2 2026.
  • True Wealth Design bought 30 Logitech shares in Q2 2026, an estimated $3.11K.
  • Logitech made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #834 holding.
  • True Wealth Design first reported a position in Logitech in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Logitech position peaked at $989K in Q2 2024.
  • 381 funds tracked by Wall St. Rank held Logitech as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.