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Essential Partners’s Latham Group SWIM Stock Holding History

Essential Partners’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 		– Sell
-475
Closed -$3.02K – 2987
2025
Q4 		$3.02K Sell
475
-377
-44% -$2.64K ﹤0.01% 1641
2025
Q3 		$6.48K Buy
+852
New +$6.27K ﹤0.01% 1327

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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

Essential Partners's SWIM Position: Q1 2026 in Review

Essential Partners sold out of Latham Group (SWIM) in Q1 2026, closing a stake of 475 shares — an estimated $3.02K sold.

Essential Partners first reported a position in SWIM in Q3 2025 and held it in 2 quarters. The position peaked at $6.48K in Q3 2025. 142 funds tracked by Wall St. Rank hold SWIM as of Q1 2026.

  • Essential Partners reported no remaining Latham Group position as of Q1 2026 after selling out during the quarter.
  • Essential Partners sold 475 Latham Group shares in Q1 2026, an estimated $3.02K.
  • Essential Partners first reported a position in Latham Group in Q3 2025 and held it in 2 quarters.
  • Essential Partners's Latham Group position peaked at $6.48K in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Latham Group as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.