Ameriprise
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Ameriprise’s Latham Group SWIM Stock Holding History

Ameriprise’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
Q2 		$69.2K Buy
10,695
+527
+5% +$2.96K ﹤0.01% 4043
2026
Q1 		$54.6K Buy
+10,168
New +$64.8K ﹤0.01% 3999
2025
Q3 		– Sell
-28,136
Closed -$180K – 4182
2025
Q2 		$180K Sell
28,136
-104,967
-79% -$610K ﹤0.01% 3827
2025
Q1 		$856K Sell
133,103
-1,439,462
-92% -$9.68M ﹤0.01% 3263
2024
Q4 		$10.9M Sell
1,572,565
-445,390
-22% -$2.98M ﹤0.01% 1729
2024
Q3 		$13.7M Sell
2,017,955
-653,927
-24% -$3.18M ﹤0.01% 1555
2024
Q2 		$8.1M Buy
2,671,882
+90,545
+4% +$316K ﹤0.01% 1932
2024
Q1 		$10.2M Buy
2,581,337
+117,820
+5% +$336K ﹤0.01% 1758
2023
Q4 		$6.48M Buy
2,463,517
+339,356
+16% +$840K ﹤0.01% 2148
2023
Q3 		$5.95M Sell
2,124,161
-863,952
-29% -$3.13M ﹤0.01% 2152
2023
Q2 		$11.1M Buy
2,988,113
+46,609
+2% +$142K ﹤0.01% 1683
2023
Q1 		$8.41M Buy
2,941,504
+478,099
+19% +$1.68M ﹤0.01% 1909
2022
Q4 		$7.93M Buy
2,463,405
+1,701,655
+223% +$6.14M ﹤0.01% 1940
2022
Q3 		$2.73M Buy
+761,750
New +$4.35M ﹤0.01% 2630
2021
Q3 		– Sell
-101,378
Closed -$3.24M – 3956
2021
Q2 		$3.24M Buy
+101,378
New +$2.96M ﹤0.01% 2712

Other funds holding SWIM

PCM
Pamplona Capital Management New York $361M AUM 5.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FG
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Ameriprise's SWIM Position: Q2 2026 in Review

Ameriprise increased its Latham Group (SWIM) stake by 5.2% in Q2 2026, buying an estimated $2.96K and bringing the position to 10,695 shares worth $69.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4043.

Ameriprise first reported a position in SWIM in Q2 2021 and has held it in 15 quarters since. The position peaked at $13.7M in Q3 2024. 134 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Ameriprise held 10,695 shares of Latham Group worth $69.2K as of Q2 2026.
  • Ameriprise bought 527 Latham Group shares in Q2 2026, an estimated $2.96K.
  • Latham Group made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #4043 holding.
  • Ameriprise first reported a position in Latham Group in Q2 2021 and has held it in 15 quarters since.
  • Ameriprise's Latham Group position peaked at $13.7M in Q3 2024.
  • 134 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.