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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
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 $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

Atria Investments's SWIM Position: Q1 2026 in Review

Atria Investments increased its Latham Group (SWIM) stake by 30% in Q1 2026, buying an estimated $130K and bringing the position to 88,329 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #1475.

Atria Investments first reported a position in SWIM in Q2 2025 and has held it in 4 quarters since. The position peaked at $694K in Q3 2025. 142 funds tracked by Wall St. Rank hold SWIM as of Q1 2026.

  • Atria Investments held 88,329 shares of Latham Group worth $474K as of Q1 2026.
  • Atria Investments bought 20,419 Latham Group shares in Q1 2026, an estimated $130K.
  • Latham Group made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1475 holding.
  • Atria Investments first reported a position in Latham Group in Q2 2025 and has held it in 4 quarters since.
  • Atria Investments's Latham Group position peaked at $694K in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Latham Group as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.