Arax Advisory Partners’s Latham Group SWIM Stock Holding History

Arax Advisory 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 Q2	$9.04K	Buy	+1,398	New	+$7.85K	﹤0.01%	4378
2025 Q4	–	Sell	-965	Closed	-$7.34K	–	4513
2025 Q3	$7.34K	Buy	+965	New	+$7.1K	﹤0.01%	2729
2023 Q4	–	Sell	-107	Closed	-$301	–	1422
2023 Q3	$301	Sell	107 -54	-34%	-$195	﹤0.01%	1267
2023 Q2	$598	Sell	161 -88	-35%	-$269	﹤0.01%	1185
2023 Q1	$713	Hold	249	–	–	﹤0.01%	1145
2022 Q4	$802	Hold	249	–	–	﹤0.01%	1119
2022 Q3	$1K	Buy	249 +37	+17%	+$211	﹤0.01%	1155
2022 Q2	$1K	Buy	212 +172	+430%	+$1.83K	﹤0.01%	1121
2022 Q1	$1K	Buy	+40	New	+$665	﹤0.01%	1099

Other funds holding SWIM

PCM

Pamplona Capital Management New York $361M AUM 5.25% 1-Year Est. Return

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Arax Advisory Partners's SWIM Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Latham Group (SWIM) in Q2 2026: 1,398 shares worth $9.04K. The stake represents ﹤0.01% of the portfolio and ranks #4378 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in SWIM as recently as Q3 2025.

Arax Advisory Partners first reported a position in SWIM in Q1 2022 and has held it in 9 quarters since. 134 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

Arax Advisory Partners held 1,398 shares of Latham Group worth $9.04K as of Q2 2026.
Latham Group was a new Arax Advisory Partners position in Q2 2026.
Latham Group made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4378 holding.
Arax Advisory Partners first reported a position in Latham Group in Q1 2022 and has held it in 9 quarters since.
134 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.