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ELCO Management’s Latham Group SWIM Stock Holding History

ELCO Management’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 		$507K Buy
78,343
+20,239
+35% +$114K 0.22% 85
2026
Q1 		$312K Sell
58,104
-15,406
-21% -$98.2K 0.15% 120
2025
Q4 		$467K Buy
73,510
+7,461
+11% +$52.2K 0.29% 75
2025
Q3 		$503K Sell
66,049
-26,287
-28% -$193K 0.26% 76
2025
Q2 		$589K Sell
92,336
-21,552
-19% -$125K 0.31% 70
2025
Q1 		$732K Sell
113,888
-13,647
-11% -$91.8K 0.4% 52
2024
Q4 		$888K Sell
127,535
-8,658
-6% -$57.9K 0.47% 50
2024
Q3 		$926K Buy
136,193
+38,431
+39% +$187K 0.5% 47
2024
Q2 		$296K Buy
97,762
+7,762
+9% +$27.1K 0.17% 118
2024
Q1 		$356K Buy
+90,000
New +$257K 0.22% 102
2023
Q4 		– Sell
-42,296
Closed -$118K – 147
2023
Q3 		$118K Buy
+42,296
New +$153K 0.09% 127
2022
Q3 		– Sell
-17,511
Closed -$122K – 149
2022
Q2 		$122K Hold
17,511
– – 0.1% 128
2022
Q1 		$232K Buy
+17,511
New +$291K 0.16% 129

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

ELCO Management's SWIM Position: Q2 2026 in Review

ELCO Management increased its Latham Group (SWIM) stake by 35% in Q2 2026, buying an estimated $114K and bringing the position to 78,343 shares worth $507K. The position accounts for 0.22% of the portfolio, ranked #85.

ELCO Management first reported a position in SWIM in Q1 2022 and has held it in 13 quarters since. The position peaked at $926K in Q3 2024. 134 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • ELCO Management held 78,343 shares of Latham Group worth $507K as of Q2 2026.
  • ELCO Management bought 20,239 Latham Group shares in Q2 2026, an estimated $114K.
  • Latham Group made up 0.22% of ELCO Management's portfolio in Q2 2026, its #85 holding.
  • ELCO Management first reported a position in Latham Group in Q1 2022 and has held it in 13 quarters since.
  • ELCO Management's Latham Group position peaked at $926K in Q3 2024.
  • 134 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on ELCO Management's 13F filing for Q2 2026, filed 11 Aug 2026.