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Emerald Advisers’s Latham Group SWIM Stock Holding History

Emerald Advisers’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 		$541K Sell
83,582
-923,213
-92% -$5.19M 0.01% 182
2026
Q1 		$5.41M Buy
1,006,795
+31,091
+3% +$198K 0.17% 117
2025
Q4 		$6.2M Buy
975,704
+4,356
+0.4% +$30.5K 0.19% 109
2025
Q3 		$7.39M Sell
971,348
-10,989
-1% -$80.9K 0.24% 107
2025
Q2 		$6.27M Buy
982,337
+688,582
+234% +$4M 0.23% 108
2025
Q1 		$1.89M Buy
293,755
+257,846
+718% +$1.73M 0.09% 119
2024
Q4 		$250K Buy
+35,909
New +$240K 0.01% 208
2024
Q3 		– Sell
-64,238
Closed -$195K – 266
2024
Q2 		$195K Sell
64,238
-41,521
-39% -$145K 0.01% 213
2024
Q1 		$419K Buy
105,759
+35,781
+51% +$102K 0.02% 193
2023
Q4 		$184K Buy
+69,978
New +$173K 0.01% 221
2022
Q3 		– Sell
-11,860
Closed -$82K – 258
2022
Q2 		$82K Hold
11,860
– – ﹤0.01% 220
2022
Q1 		$157K Sell
11,860
-519,741
-98% -$8.64M 0.01% 220
2021
Q4 		$13.3M Sell
531,601
-10,678
-2% -$212K 0.49% 79
2021
Q3 		$8.89M Buy
542,279
+9,120
+2% +$213K 0.32% 102
2021
Q2 		$17M Buy
+533,159
New +$15.6M 0.62% 75

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

Emerald Advisers's SWIM Position: Q2 2026 in Review

Emerald Advisers reduced its Latham Group (SWIM) stake by 92% in Q2 2026, selling an estimated $5.19M and leaving 83,582 shares worth $541K. The position accounts for 0.01% of the portfolio, ranked #182.

Emerald Advisers first reported a position in SWIM in Q2 2021 and has held it in 15 quarters since. The position peaked at $17M in Q2 2021. 135 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Emerald Advisers held 83,582 shares of Latham Group worth $541K as of Q2 2026.
  • Emerald Advisers sold 923,213 Latham Group shares in Q2 2026, an estimated $5.19M.
  • Latham Group made up 0.01% of Emerald Advisers's portfolio in Q2 2026, its #182 holding.
  • Emerald Advisers first reported a position in Latham Group in Q2 2021 and has held it in 15 quarters since.
  • Emerald Advisers's Latham Group position peaked at $17M in Q2 2021.
  • 135 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Emerald Advisers's 13F filing for Q2 2026, filed 5 Aug 2026.