Cerity Partners
SWIM icon

Cerity Partners’s Latham Group SWIM Stock Holding History

Cerity Partners’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
2025
Q4 		– Sell
-13,192
Closed -$100K – 3012
2025
Q3 		$100K Buy
+13,192
New +$97.1K ﹤0.01% 2627
2024
Q4 		– Sell
-19,316
Closed -$131K – 2588
2024
Q3 		$131K Buy
+19,316
New +$94K ﹤0.01% 2396
2024
Q2 		– Sell
-19,400
Closed -$76.8K – 2402
2024
Q1 		$76.8K Buy
+19,400
New +$55.3K ﹤0.01% 2226

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Cerity Partners's SWIM Position: Q4 2025 in Review

Cerity Partners sold out of Latham Group (SWIM) in Q4 2025, closing a stake of 13,192 shares — an estimated $100K sold.

Cerity Partners first reported a position in SWIM in Q1 2024 and held it in 3 quarters. The position peaked at $131K in Q3 2024. 149 funds tracked by Wall St. Rank hold SWIM as of Q4 2025.

  • Cerity Partners reported no remaining Latham Group position as of Q4 2025 after selling out during the quarter.
  • Cerity Partners sold 13,192 Latham Group shares in Q4 2025, an estimated $100K.
  • Cerity Partners first reported a position in Latham Group in Q1 2024 and held it in 3 quarters.
  • Cerity Partners's Latham Group position peaked at $131K in Q3 2024.
  • 149 funds tracked by Wall St. Rank held Latham Group as of Q4 2025.

Based on Cerity Partners's 13F filing for Q4 2025, filed 11 Feb 2026.