AdviceOne Advisory Services’s Latham Group SWIM Stock Holding History

AdviceOne Advisory Services’s Portfolio SWIM Stock Details SWIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$865K	Sell	138,901 -45,247	-25%	-$292K	0.52%	13
2026 Q2	$1.19M	Hold	184,148	–	–	0.67%	8
2026 Q1	$989K	Hold	184,148	–	–	0.6%	9
2025 Q4	$1.17M	Buy	184,148 +53,962	+41%	+$377K	0.69%	8
2025 Q3	$991K	Buy	+130,186	New	+$958K	0.66%	9

Other funds holding SWIM

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

ELCO Management New York $213M AUM 25.22% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AdviceOne Advisory Services's SWIM Position: Q3 2026 in Review

AdviceOne Advisory Services reduced its Latham Group (SWIM) stake by 25% in Q3 2026, selling an estimated $292K and leaving 138,901 shares worth $865K. The position accounts for 0.52% of the portfolio, ranked #13.

AdviceOne Advisory Services first reported a position in SWIM in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.19M in Q2 2026. 18 funds tracked by Wall St. Rank hold SWIM as of Q3 2026.

AdviceOne Advisory Services held 138,901 shares of Latham Group worth $865K as of Q3 2026.
AdviceOne Advisory Services sold 45,247 Latham Group shares in Q3 2026, an estimated $292K.
Latham Group made up 0.52% of AdviceOne Advisory Services's portfolio in Q3 2026, its #13 holding.
AdviceOne Advisory Services first reported a position in Latham Group in Q3 2025 and has held it in 5 quarters since.
AdviceOne Advisory Services's Latham Group position peaked at $1.19M in Q2 2026.
18 funds tracked by Wall St. Rank held Latham Group as of Q3 2026.

Based on AdviceOne Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.