Wealth Enhancement Advisory Services
LOGI icon

Wealth Enhancement Advisory Services’s Logitech LOGI Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$619K Buy
10,429
+195
+2% +$19.8K ﹤0.01% 2608
2026
Q2 		$603K Sell
10,234
-9
-0.1% -$934 ﹤0.01% 2511
2026
Q1 		$544K Buy
10,243
+3,956
+63% +$364K ﹤0.01% 2252
2025
Q4 		$609K Sell
6,287
-99
-2% -$11.1K ﹤0.01% 2338
2025
Q3 		$719K Sell
6,386
-444
-7% -$44.6K ﹤0.01% 2079
2025
Q2 		$633K Sell
6,830
-1,828
-21% -$148K ﹤0.01% 2042
2025
Q1 		$731K Buy
8,658
+2,497
+41% +$235K ﹤0.01% 1793
2024
Q4 		$507K Buy
6,161
+120
+2% +$9.9K ﹤0.01% 1984
2024
Q3 		$542K Buy
+6,041
New +$538K ﹤0.01% 1777

Other funds holding LOGI

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring Oslo $863M AUM 17.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Munich Reinsurance
Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Haven Global Partners
Haven Global Partners Atlanta, Georgia $112M AUM 17.99% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services's LOGI Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Logitech (LOGI) stake by 1.9% in Q3 2026, buying an estimated $19.8K and bringing the position to 10,429 shares worth $619K. The position accounts for ﹤0.01% of the portfolio, ranked #2608.

Wealth Enhancement Advisory Services first reported a position in LOGI in Q3 2024 and has held it in 9 quarters since. The position peaked at $731K in Q1 2025. 99 funds tracked by Wall St. Rank hold LOGI as of Q3 2026.

  • Wealth Enhancement Advisory Services held 10,429 shares of Logitech worth $619K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 195 Logitech shares in Q3 2026, an estimated $19.8K.
  • Logitech made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2608 holding.
  • Wealth Enhancement Advisory Services first reported a position in Logitech in Q3 2024 and has held it in 9 quarters since.
  • Wealth Enhancement Advisory Services's Logitech position peaked at $731K in Q1 2025.
  • 99 funds tracked by Wall St. Rank held Logitech as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.