Creative Planning
SWIM icon

Creative Planning’s Latham Group SWIM Stock Holding History

Creative Planning’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
Q1 		$109K Buy
20,219
+5,230
+35% +$33.3K ﹤0.01% 3890
2025
Q4 		$95.2K Sell
14,989
-2,613
-15% -$18.3K ﹤0.01% 3721
2025
Q3 		$134K Buy
17,602
+3,836
+28% +$28.2K ﹤0.01% 3616
2025
Q2 		$87.8K Buy
13,766
+63
+0.5% +$366 ﹤0.01% 3450
2025
Q1 		$88.1K Buy
13,703
+2,163
+19% +$14.5K ﹤0.01% 3270
2024
Q4 		$80.3K Buy
11,540
+125
+1% +$836 ﹤0.01% 3187
2024
Q3 		$77.6K Buy
11,415
+1,415
+14% +$6.88K ﹤0.01% 3050
2024
Q2 		$30.3K Sell
10,000
-298
-3% -$1.04K ﹤0.01% 2964
2024
Q1 		$40.8K Buy
10,298
+298
+3% +$849 ﹤0.01% 2800
2023
Q4 		$26.3K Sell
10,000
-184
-2% -$455 ﹤0.01% 2683
2023
Q3 		$28.5K Buy
10,184
+7
+0.1% +$25 ﹤0.01% 2550
2023
Q2 		$37.8K Buy
10,177
+177
+2% +$541 ﹤0.01% 2462
2023
Q1 		$28.6K Sell
10,000
-508
-5% -$1.78K ﹤0.01% 2384
2022
Q4 		$33.8K Buy
10,508
+508
+5% +$1.83K ﹤0.01% 2275
2022
Q3 		$36K Buy
+10,000
New +$57.1K ﹤0.01% 2139

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
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return

Creative Planning's SWIM Position: Q1 2026 in Review

Creative Planning increased its Latham Group (SWIM) stake by 35% in Q1 2026, buying an estimated $33.3K and bringing the position to 20,219 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #3890.

Creative Planning first reported a position in SWIM in Q3 2022 and has held it in 15 quarters since. The position peaked at $134K in Q3 2025. 142 funds tracked by Wall St. Rank hold SWIM as of Q1 2026.

  • Creative Planning held 20,219 shares of Latham Group worth $109K as of Q1 2026.
  • Creative Planning bought 5,230 Latham Group shares in Q1 2026, an estimated $33.3K.
  • Latham Group made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3890 holding.
  • Creative Planning first reported a position in Latham Group in Q3 2022 and has held it in 15 quarters since.
  • Creative Planning's Latham Group position peaked at $134K in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Latham Group as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.