EverSource Wealth Advisors’s Latham Group SWIM Stock Holding History

EverSource Wealth Advisors’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	$324	Sell	50 -6	-11%	-$34	﹤0.01%	4192
2026 Q1	$300	Sell	56 -79	-59%	-$503	﹤0.01%	4143
2025 Q4	$857	Sell	135 -31	-19%	-$217	﹤0.01%	3749
2025 Q3	$1.26K	Buy	166 +35	+27%	+$258	﹤0.01%	3687
2025 Q2	$836	Buy	131 +124	+1,771%	+$721	﹤0.01%	3775
2025 Q1	$45	Sell	7 -5	-42%	-$34	﹤0.01%	3906
2024 Q4	$84	Buy	+12	New	+$80	﹤0.01%	3577
2023 Q1	–	Sell	-2,432	Closed	-$7.83K	–	2523
2022 Q4	$7.83K	Buy	+2,432	New	+$8.77K	﹤0.01%	1422
2022 Q3	–	Sell	-238	Closed	-$2K	–	2128
2022 Q2	$2K	Hold	238	–	–	﹤0.01%	1570
2022 Q1	$3K	Buy	+238	New	+$3.96K	﹤0.01%	1453

Other funds holding SWIM

PCM

Pamplona Capital Management New York $361M AUM 5.25% 1-Year Est. Return

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

EverSource Wealth Advisors's SWIM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Latham Group (SWIM) stake by 11% in Q2 2026, selling an estimated $34 and leaving 50 shares worth $324. The position accounts for ﹤0.01% of the portfolio, ranked #4192.

EverSource Wealth Advisors first reported a position in SWIM in Q1 2022 and has held it in 10 quarters since. The position peaked at $7.83K in Q4 2022. 135 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

EverSource Wealth Advisors held 50 shares of Latham Group worth $324 as of Q2 2026.
EverSource Wealth Advisors sold 6 Latham Group shares in Q2 2026, an estimated $34.
Latham Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4192 holding.
EverSource Wealth Advisors first reported a position in Latham Group in Q1 2022 and has held it in 10 quarters since.
EverSource Wealth Advisors's Latham Group position peaked at $7.83K in Q4 2022.
135 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.