BloombergSen’s Latham Group SWIM Stock Holding History

BloombergSen’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	$2.13M	Buy	329,187 +136,550	+71%	+$767K	0.16%	27
2026 Q1	$1.03M	Sell	192,637 -38,286	-17%	-$244K	0.08%	30
2025 Q4	$1.47M	Sell	230,923 -112,168	-33%	-$785K	0.11%	23
2025 Q3	$2.61M	Buy	343,091 +71,206	+26%	+$524K	0.16%	24
2025 Q2	$1.73M	Buy	271,885 +140,169	+106%	+$815K	0.11%	28
2025 Q1	$847K	Buy	131,716 +12,193	+10%	+$82K	0.05%	26
2024 Q4	$832K	Buy	119,523 +39,778	+50%	+$266K	0.05%	29
2024 Q3	$542K	Buy	79,745 +31,185	+64%	+$152K	0.03%	28
2024 Q2	$147K	Buy	48,560 +9,506	+24%	+$33.1K	0.01%	30
2024 Q1	$155K	Buy	+39,054	New	+$111K	0.01%	30

Other funds holding SWIM

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

AAS

AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BloombergSen's SWIM Position: Q2 2026 in Review

BloombergSen increased its Latham Group (SWIM) stake by 71% in Q2 2026, buying an estimated $767K and bringing the position to 329,187 shares worth $2.13M. The position accounts for 0.16% of the portfolio, ranked #27.

BloombergSen first reported a position in SWIM in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.61M in Q3 2025. 47 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

BloombergSen held 329,187 shares of Latham Group worth $2.13M as of Q2 2026.
BloombergSen bought 136,550 Latham Group shares in Q2 2026, an estimated $767K.
Latham Group made up 0.16% of BloombergSen's portfolio in Q2 2026, its #27 holding.
BloombergSen first reported a position in Latham Group in Q1 2024 and has held it in 10 quarters since.
BloombergSen's Latham Group position peaked at $2.61M in Q3 2025.
47 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on BloombergSen's 13F filing for Q2 2026, filed 7 Aug 2026.