United Capital Financial Advisors’s Logitech LOGI Stock Holding History

United Capital 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	$347K	Buy	3,805 +300	+9%	+$27.6K	﹤0.01%	1262
2025 Q4	$351K	Buy	3,505 +392	+13%	+$44.1K	﹤0.01%	1108
2025 Q3	$341K	Buy	3,113 +80	+3%	+$8.04K	﹤0.01%	980
2025 Q2	$273K	Sell	3,033 -824	-21%	-$66.9K	﹤0.01%	954
2025 Q1	$326K	Sell	3,857 -219	-5%	-$20.6K	﹤0.01%	867
2024 Q4	$336K	Sell	4,076 -86	-2%	-$7.13K	﹤0.01%	849
2024 Q3	$373K	Sell	4,162 -221	-5%	-$19.7K	﹤0.01%	808
2024 Q2	$425K	Sell	4,383 -149	-3%	-$13.4K	﹤0.01%	747
2024 Q1	$405K	Sell	4,532 -483	-10%	-$43.2K	﹤0.01%	791
2023 Q4	$477K	Buy	+5,015	New	+$412K	﹤0.01%	737
2023 Q3	–	Sell	-5,754	Closed	-$342K	–	875
2023 Q2	$342K	Sell	5,754 -3,858	-40%	-$233K	﹤0.01%	745
2023 Q1	$558K	Sell	9,612 -52,232	-84%	-$2.97M	﹤0.01%	705
2022 Q4	$3.85M	Sell	61,844 -27,207	-31%	-$1.49M	0.02%	369
2022 Q3	$4.1M	Sell	89,051 -14,643	-14%	-$770K	0.02%	351
2022 Q2	$5.4M	Buy	103,694 +10,944	+12%	+$674K	0.03%	326
2022 Q1	$6.84M	Buy	92,750 +6,115	+7%	+$474K	0.03%	320
2021 Q4	$7.15M	Buy	86,635 +3,361	+4%	+$281K	0.03%	320
2021 Q3	$7.34M	Buy	83,274 +8,094	+11%	+$874K	0.04%	312
2021 Q2	$9.09M	Buy	75,180 +9,203	+14%	+$1.08M	0.05%	286
2021 Q1	$6.89M	Sell	65,977 -6,718	-9%	-$707K	0.04%	310
2020 Q4	$7.07M	Buy	72,695 +5,069	+7%	+$438K	0.04%	298
2020 Q3	$5.23M	Sell	67,626 -10,276	-13%	-$735K	0.03%	335
2020 Q2	$5.08M	Buy	77,902 +8,915	+13%	+$475K	0.04%	357
2020 Q1	$2.96M	Buy	68,987 +3,487	+5%	+$151K	0.02%	422
2019 Q4	$3.09M	Buy	65,500 +2,721	+4%	+$116K	0.02%	512
2019 Q3	$2.55M	Sell	62,779 -5,257	-8%	-$211K	0.02%	537
2019 Q2	$2.72M	Sell	68,036 -3,158	-4%	-$123K	0.02%	540
2019 Q1	$2.79M	Sell	71,194 -4,486	-6%	-$162K	0.02%	523
2018 Q4	$2.37M	Sell	75,680 -7,266	-9%	-$259K	0.02%	524
2018 Q3	$3.71M	Sell	82,946 -6,734	-8%	-$313K	0.03%	490
2018 Q2	$3.96M	Sell	89,680 -1,231	-1%	-$49.7K	0.03%	457
2018 Q1	$3.32M	Sell	90,911 -416	-0.5%	-$16.1K	0.03%	477
2017 Q4	$3.08M	Buy	91,327 +4,741	+5%	+$166K	0.02%	496
2017 Q3	$3.16M	Buy	86,586 +277	+0.3%	+$10.1K	0.03%	473
2017 Q2	$3.04M	Sell	86,309 -11,568	-12%	-$401K	0.03%	476
2017 Q1	$3.12M	Sell	97,877 -10,885	-10%	-$313K	0.03%	458
2016 Q4	$2.69M	Sell	108,762 -8,316	-7%	-$199K	0.03%	500
2016 Q3	$2.63M	Sell	117,078 -4,906	-4%	-$98.4K	0.03%	518
2016 Q2	$1.95M	Buy	121,984 +9,376	+8%	+$146K	0.02%	556
2016 Q1	$1.79M	Buy	+112,608	New	+$1.71M	0.02%	559

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 $94.8B AUM 24.11% 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

United Capital Financial Advisors's LOGI Position: Q1 2026 in Review

United Capital Financial Advisors increased its Logitech (LOGI) stake by 8.6% in Q1 2026, buying an estimated $27.6K and bringing the position to 3,805 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

United Capital Financial Advisors first reported a position in LOGI in Q1 2016 and has held it in 40 quarters since. The position peaked at $9.09M in Q2 2021. 369 funds tracked by Wall St. Rank hold LOGI as of Q1 2026.

United Capital Financial Advisors held 3,805 shares of Logitech worth $347K as of Q1 2026.
United Capital Financial Advisors bought 300 Logitech shares in Q1 2026, an estimated $27.6K.
Logitech made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1262 holding.
United Capital Financial Advisors first reported a position in Logitech in Q1 2016 and has held it in 40 quarters since.
United Capital Financial Advisors's Logitech position peaked at $9.09M in Q2 2021.
369 funds tracked by Wall St. Rank held Logitech as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.