C
SWIM icon

Covestor’s Latham Group SWIM Stock Holding History

Covestor’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 		$44K Buy
6,786
+36
+0.5% +$202 0.03% 866
2026
Q1 		$36K Buy
6,750
+1,174
+21% +$7.48K 0.02% 879
2025
Q4 		$35K Buy
5,576
+3,372
+153% +$23.6K 0.02% 1045
2025
Q3 		$17K Buy
2,204
+1,131
+105% +$8.32K 0.01% 1344
2025
Q2 		$7K Buy
1,073
+1,058
+7,053% +$6.15K ﹤0.01% 1719
2025
Q1 		$0 Hold
15
– – ﹤0.01% 2709
2024
Q4 		$0 Sell
15
-16
-52% -$107 ﹤0.01% 2720
2024
Q3 		$0 Sell
31
-1
-3% -$5 ﹤0.01% 2743
2024
Q2 		$0 Sell
32
-1
-3% -$3 ﹤0.01% 2734
2024
Q1 		$0 Sell
33
-2
-6% -$6 ﹤0.01% 2717
2023
Q4 		$0 Sell
35
-3
-8% -$7 ﹤0.01% 2696
2023
Q3 		$0 Sell
38
-5
-12% -$18 ﹤0.01% 2693
2023
Q2 		$0 Buy
43
+24
+126% +$73 ﹤0.01% 2631
2023
Q1 		$0 Hold
19
– – ﹤0.01% 2568
2022
Q4 		$0 Sell
19
-1
-5% -$4 ﹤0.01% 2591
2022
Q3 		$0 Sell
20
-3
-13% -$17 ﹤0.01% 2584
2022
Q2 		$0 Sell
23
-6
-21% -$64 ﹤0.01% 2354
2022
Q1 		$0 Sell
29
-1
-3% -$17 ﹤0.01% 2436
2021
Q4 		$1K Buy
+30
New +$595 ﹤0.01% 1944

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

Covestor's SWIM Position: Q2 2026 in Review

Covestor increased its Latham Group (SWIM) stake by 0.53% in Q2 2026, buying an estimated $202 and bringing the position to 6,786 shares worth $44K. The position accounts for 0.03% of the portfolio, ranked #866.

Covestor first reported a position in SWIM in Q4 2021 and has held it in 19 quarters since. 135 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Covestor held 6,786 shares of Latham Group worth $44K as of Q2 2026.
  • Covestor bought 36 Latham Group shares in Q2 2026, an estimated $202.
  • Latham Group made up 0.03% of Covestor's portfolio in Q2 2026, its #866 holding.
  • Covestor first reported a position in Latham Group in Q4 2021 and has held it in 19 quarters since.
  • 135 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.