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Bogart Wealth LLC’s Latham Group SWIM Stock Holding History

Bogart Wealth LLC’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 		$1.87K Buy
+289
New +$1.62K ﹤0.01% 1479

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 $15.3B AUM 25.06% 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

Bogart Wealth LLC's SWIM Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Latham Group (SWIM) in Q2 2026: 289 shares worth $1.87K. The stake represents ﹤0.01% of the portfolio and ranks #1479 among its holdings.

135 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Bogart Wealth LLC held 289 shares of Latham Group worth $1.87K as of Q2 2026.
  • Latham Group was a new Bogart Wealth LLC position in Q2 2026.
  • Latham Group made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1479 holding.
  • 135 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.