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Cornerstone Investment Partners’s Latham Group SWIM Stock Holding History

Cornerstone Investment 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
2026
Q2 		$286K Buy
+44,234
New +$248K 0.01% 195
2025
Q3 		– Sell
-23,012
Closed -$147K – 250
2025
Q2 		$147K Buy
+23,012
New +$134K 0.01% 195
2024
Q4 		– Sell
-26,978
Closed -$183K – 287
2024
Q3 		$183K Buy
+26,978
New +$131K 0.01% 185

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

Cornerstone Investment Partners's SWIM Position: Q2 2026 in Review

Cornerstone Investment Partners opened a new position in Latham Group (SWIM) in Q2 2026: 44,234 shares worth $286K. The stake represents 0.01% of the portfolio and ranks #195 among its holdings. This is a return to the name: Cornerstone Investment Partners previously reported a position in SWIM as recently as Q2 2025.

Cornerstone Investment Partners first reported a position in SWIM in Q3 2024 and has held it in 3 quarters since. 135 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Cornerstone Investment Partners held 44,234 shares of Latham Group worth $286K as of Q2 2026.
  • Latham Group was a new Cornerstone Investment Partners position in Q2 2026.
  • Latham Group made up 0.01% of Cornerstone Investment Partners's portfolio in Q2 2026, its #195 holding.
  • Cornerstone Investment Partners first reported a position in Latham Group in Q3 2024 and has held it in 3 quarters since.
  • 135 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Cornerstone Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.