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Clearstead Advisors’s Latham Group SWIM Stock Holding History

Clearstead 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
2026
Q2 		$183 Buy
+28
New +$157 ﹤0.01% 3226
2026
Q1 		– Sell
-2
Closed -$13 – 2798
2025
Q4 		$13 Sell
2
-187
-99% -$1.31K ﹤0.01% 2708
2025
Q3 		$1.44K Buy
+189
New +$1.39K ﹤0.01% 2550

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 $13.5B AUM 16.58% 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

Clearstead Advisors's SWIM Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Latham Group (SWIM) in Q2 2026: 28 shares worth $183. The stake represents ﹤0.01% of the portfolio and ranks #3226 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in SWIM as recently as Q4 2025.

Clearstead Advisors first reported a position in SWIM in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.44K in Q3 2025. 134 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Clearstead Advisors held 28 shares of Latham Group worth $183 as of Q2 2026.
  • Latham Group was a new Clearstead Advisors position in Q2 2026.
  • Latham Group made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3226 holding.
  • Clearstead Advisors first reported a position in Latham Group in Q3 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Latham Group position peaked at $1.44K in Q3 2025.
  • 134 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.