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 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

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

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 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 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