BlackRock
SWIM icon

BlackRock’s Latham Group SWIM Stock Holding History

BlackRock’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 		$17.6M Buy
3,268,908
+48,141
+1% +$307K ﹤0.01% 3164
2025
Q4 		$20.5M Buy
3,220,767
+29,432
+0.9% +$206K ﹤0.01% 3099
2025
Q3 		$24.3M Buy
3,191,335
+77,382
+2% +$570K ﹤0.01% 2972
2025
Q2 		$19.9M Buy
3,113,953
+181,337
+6% +$1.05M ﹤0.01% 3025
2025
Q1 		$18.9M Buy
2,932,616
+24,496
+0.8% +$165K ﹤0.01% 2977
2024
Q4 		$20.2M Buy
2,908,120
+4,666
+0.2% +$31.2K ﹤0.01% 3046
2024
Q3 		$19.7M Buy
2,903,454
+231,074
+9% +$1.12M ﹤0.01% 3055
2024
Q2 		$8.1M Sell
2,672,380
-9,101
-0.3% -$31.7K ﹤0.01% 3496
2024
Q1 		$10.6M Sell
2,681,481
-37,187
-1% -$106K ﹤0.01% 3326
2023
Q4 		$7.15M Buy
2,718,668
+163,022
+6% +$403K ﹤0.01% 3542
2023
Q3 		$7.16M Sell
2,555,646
-71,330
-3% -$258K ﹤0.01% 3511
2023
Q2 		$9.75M Sell
2,626,976
-73,144
-3% -$223K ﹤0.01% 3430
2023
Q1 		$7.72M Buy
2,700,120
+47,715
+2% +$168K ﹤0.01% 3454
2022
Q4 		$8.54M Buy
2,652,405
+113,378
+4% +$409K ﹤0.01% 3467
2022
Q3 		$9.12M Sell
2,539,027
-62,595
-2% -$357K ﹤0.01% 3473
2022
Q2 		$18M Buy
2,601,622
+125,575
+5% +$1.33M ﹤0.01% 3138
2022
Q1 		$32.8M Buy
2,476,047
+674,112
+37% +$11.2M ﹤0.01% 2853
2021
Q4 		$45.1M Buy
1,801,935
+323,851
+22% +$6.42M ﹤0.01% 2721
2021
Q3 		$24.2M Sell
1,478,084
-125,398
-8% -$2.92M ﹤0.01% 3157
2021
Q2 		$51.2M Buy
+1,603,482
New +$46.8M ﹤0.01% 2686

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return