ELCO Management
SWIM icon

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
Q3 		$344K Sell
55,229
-23,114
-30% -$149K 0.16% 114
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% +$27K 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

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
AdviceOne Advisory Services
AdviceOne Advisory Services Glastonbury, Connecticut $168M AUM 9.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Covestor
Covestor London, United Kingdom $157M AUM 35.87% 1-Year Est. Return

ELCO Management's SWIM Position: Q3 2026 in Review

ELCO Management reduced its Latham Group (SWIM) stake by 30% in Q3 2026, selling an estimated $149K and leaving 55,229 shares worth $344K. The position accounts for 0.16% of the portfolio, ranked #114.

ELCO Management first reported a position in SWIM in Q1 2022 and has held it in 14 quarters since. The position peaked at $926K in Q3 2024. 23 funds tracked by Wall St. Rank hold SWIM as of Q3 2026.

  • ELCO Management held 55,229 shares of Latham Group worth $344K as of Q3 2026.
  • ELCO Management sold 23,114 Latham Group shares in Q3 2026, an estimated $149K.
  • Latham Group made up 0.16% of ELCO Management's portfolio in Q3 2026, its #114 holding.
  • ELCO Management first reported a position in Latham Group in Q1 2022 and has held it in 14 quarters since.
  • ELCO Management's Latham Group position peaked at $926K in Q3 2024.
  • 23 funds tracked by Wall St. Rank held Latham Group as of Q3 2026.

Based on ELCO Management's 13F filing for Q3 2026, filed 14 Oct 2026.