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
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 $473M AUM 3.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return

Ameriprise's SWIM Position: Q1 2026 in Review

Ameriprise opened a new position in Latham Group (SWIM) in Q1 2026: 10,168 shares worth $54.6K. The stake represents ﹤0.01% of the portfolio and ranks #3999 among its holdings. This is a return to the name: Ameriprise previously reported a position in SWIM as recently as Q2 2025.

Ameriprise first reported a position in SWIM in Q2 2021 and has held it in 14 quarters since. The position peaked at $13.7M in Q3 2024. 142 funds tracked by Wall St. Rank hold SWIM as of Q1 2026.

  • Ameriprise held 10,168 shares of Latham Group worth $54.6K as of Q1 2026.
  • Latham Group was a new Ameriprise position in Q1 2026.
  • Latham Group made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3999 holding.
  • Ameriprise first reported a position in Latham Group in Q2 2021 and has held it in 14 quarters since.
  • Ameriprise's Latham Group position peaked at $13.7M in Q3 2024.
  • 142 funds tracked by Wall St. Rank held Latham Group as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.