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Ameritas Investment Partners’s Latham Group SWIM Stock Holding History

Ameritas Investment Partners’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 		$24.6K Hold
4,588
– – ﹤0.01% 2505
2025
Q4 		$29.1K Hold
4,588
– – ﹤0.01% 2457
2025
Q3 		$34.9K Hold
4,588
– – ﹤0.01% 2389
2025
Q2 		$29.3K Buy
4,588
+1,266
+38% +$7.36K ﹤0.01% 2492
2025
Q1 		$21.4K Hold
3,322
– – ﹤0.01% 2524
2024
Q4 		$23.1K Hold
3,322
– – ﹤0.01% 2565
2024
Q3 		$22.6K Hold
3,322
– – ﹤0.01% 2589
2024
Q2 		$10.1K Hold
3,322
– – ﹤0.01% 2928
2024
Q1 		$13.2K Hold
3,322
– – ﹤0.01% 2735
2023
Q4 		$8.74K Hold
3,322
– – ﹤0.01% 2875
2023
Q3 		$9.3K Hold
3,322
– – ﹤0.01% 2860
2023
Q2 		$12.3K Hold
3,322
– – ﹤0.01% 2828
2023
Q1 		$9.5K Hold
3,322
– – ﹤0.01% 2742
2022
Q4 		$12.2K Hold
3,322
– – ﹤0.01% 2756
2022
Q3 		$11K Hold
3,322
– – ﹤0.01% 2776
2022
Q2 		$23K Hold
3,322
– – ﹤0.01% 2494
2022
Q1 		$44K Buy
3,322
+856
+35% +$14.2K ﹤0.01% 2132
2021
Q4 		$62K Buy
2,466
+646
+35% +$12.8K ﹤0.01% 2004
2021
Q3 		$30K Hold
1,820
– – ﹤0.01% 2478
2021
Q2 		$58K Buy
+1,820
New +$53.2K ﹤0.01% 2092

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 $27.4B AUM 24.17% 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

Ameritas Investment Partners's SWIM Position: Q1 2026 in Review

Ameritas Investment Partners held its Latham Group (SWIM) position steady in Q1 2026 at 4,588 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2505.

Ameritas Investment Partners first reported a position in SWIM in Q2 2021 and has held it in 20 quarters since. The position peaked at $62K in Q4 2021. 142 funds tracked by Wall St. Rank hold SWIM as of Q1 2026.

  • Ameritas Investment Partners held 4,588 shares of Latham Group worth $24.6K as of Q1 2026.
  • Ameritas Investment Partners left its Latham Group share count unchanged in Q1 2026.
  • Latham Group made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #2505 holding.
  • Ameritas Investment Partners first reported a position in Latham Group in Q2 2021 and has held it in 20 quarters since.
  • Ameritas Investment Partners's Latham Group position peaked at $62K in Q4 2021.
  • 142 funds tracked by Wall St. Rank held Latham Group as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.