Citadel Advisors’s Latham Group SWIM Stock Holding History

Citadel Advisors’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 Q2	–	Sell	-3,500	Closed	-$22.5K	–	15005
2025 Q1	$22.5K	Buy	+3,500	New	+$23.5K	﹤0.01%	13059
2024 Q4	–	Sell	-1,500	Closed	-$10.2K	–	15367
2024 Q3	$10.2K	Buy	1,500 +1,300	+650%	+$6.33K	﹤0.01%	13217
2024 Q2	$606	Sell	200 -23,000	-99%	-$80.2K	﹤0.01%	13952
2024 Q1	$91.9K	Buy	23,200 +21,600	+1,350%	+$61.6K	﹤0.01%	11470
2023 Q4	$4.21K	Sell	1,600 -8,700	-84%	-$21.5K	﹤0.01%	13528
2023 Q3	$28.8K	Buy	10,300 +2,700	+36%	+$9.77K	﹤0.01%	12304
2023 Q2	$28.2K	Buy	7,600 +900	+13%	+$2.75K	﹤0.01%	12417
2023 Q1	$19.2K	Buy	6,700 +3,200	+91%	+$11.2K	﹤0.01%	13096
2022 Q4	$11.3K	Buy	+3,500	New	+$12.6K	﹤0.01%	13583
2022 Q1	–	Sell	-12,100	Closed	-$303K	–	14546
2021 Q4	$303K	Buy	+12,100	New	+$240K	﹤0.01%	10899

Other funds holding SWIM

PCM

Pamplona Capital Management New York $361M AUM 5.25% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Citadel Advisors's SWIM Position: Q2 2026 in Review

Citadel Advisors increased its Latham Group (SWIM) stake by 57% in Q2 2026, buying an estimated $2.67M and bringing the position to 1,303,746 shares worth $8.44M. The position accounts for ﹤0.01% of the portfolio, ranked #3839.

Citadel Advisors first reported a position in SWIM in Q2 2021 and has held it in 18 quarters since. The position peaked at $35.2M in Q3 2025. 134 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

Citadel Advisors held 1,303,746 shares of Latham Group worth $8.44M as of Q2 2026.
Citadel Advisors bought 475,201 Latham Group shares in Q2 2026, an estimated $2.67M.
Latham Group made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #3839 holding.
Citadel Advisors first reported a position in Latham Group in Q2 2021 and has held it in 18 quarters since.
Citadel Advisors's Latham Group position peaked at $35.2M in Q3 2025.
134 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.