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Atria Investments’s Latham Group SWIM Stock Holding History

Atria Investments’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 		$667K Buy
103,028
+14,699
+17% +$82.6K 0.01% 1363
2026
Q1 		$474K Buy
88,329
+20,419
+30% +$130K 0.01% 1475
2025
Q4 		$431K Sell
67,910
-23,231
-25% -$162K ﹤0.01% 1537
2025
Q3 		$694K Buy
91,141
+47,300
+108% +$348K 0.01% 1239
2025
Q2 		$280K Buy
+43,841
New +$255K ﹤0.01% 1753

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 $13.5B AUM 16.58% 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

Atria Investments's SWIM Position: Q2 2026 in Review

Atria Investments increased its Latham Group (SWIM) stake by 17% in Q2 2026, buying an estimated $82.6K and bringing the position to 103,028 shares worth $667K. The position accounts for 0.01% of the portfolio, ranked #1363.

Atria Investments first reported a position in SWIM in Q2 2025 and has held it in 5 quarters since. The position peaked at $694K in Q3 2025. 134 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Atria Investments held 103,028 shares of Latham Group worth $667K as of Q2 2026.
  • Atria Investments bought 14,699 Latham Group shares in Q2 2026, an estimated $82.6K.
  • Latham Group made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1363 holding.
  • Atria Investments first reported a position in Latham Group in Q2 2025 and has held it in 5 quarters since.
  • Atria Investments's Latham Group position peaked at $694K in Q3 2025.
  • 134 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.