Fidelity Investments
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Fidelity Investments’s Latham Group SWIM Stock Holding History

Fidelity Investments’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 		$21.6M Sell
3,340,116
-329,474
-9% -$1.85M ﹤0.01% 1857
2026
Q1 		$19.7M Sell
3,669,590
-443,017
-11% -$2.82M ﹤0.01% 1787
2025
Q4 		$26.1M Sell
4,112,607
-103,059
-2% -$721K ﹤0.01% 1678
2025
Q3 		$32.1M Sell
4,215,666
-213,489
-5% -$1.57M ﹤0.01% 1607
2025
Q2 		$28.3M Buy
4,429,155
+1,148,585
+35% +$6.67M ﹤0.01% 1585
2025
Q1 		$21.1M Buy
3,280,570
+2,689,791
+455% +$18.1M ﹤0.01% 1658
2024
Q4 		$4.11M Buy
590,779
+583,540
+8,061% +$3.9M ﹤0.01% 2225
2024
Q3 		$49.2K Buy
7,239
+3,123
+76% +$15.2K ﹤0.01% 3793
2024
Q2 		$12.5K Buy
4,116
+2,540
+161% +$8.85K ﹤0.01% 4253
2024
Q1 		$6.24K Sell
1,576
-1,110
-41% -$3.16K ﹤0.01% 4435
2023
Q4 		$7.06K Buy
2,686
+937
+54% +$2.32K ﹤0.01% 4347
2023
Q3 		$4.9K Buy
1,749
+968
+124% +$3.5K ﹤0.01% 4334
2023
Q2 		$2.9K Sell
781
-370
-32% -$1.13K ﹤0.01% 4506
2023
Q1 		$3.29K Buy
1,151
+143
+14% +$502 ﹤0.01% 4497
2022
Q4 		$3.25K Buy
1,008
+317
+46% +$1.14K ﹤0.01% 4386
2022
Q3 		$2K Buy
691
+583
+540% +$3.33K ﹤0.01% 4596
2022
Q2 		$1K Sell
108
-253
-70% -$2.69K ﹤0.01% 4800
2022
Q1 		$5K Buy
+361
New +$6K ﹤0.01% 4450
2021
Q3 		– Sell
-1,396,100
Closed -$44.6M – 4997
2021
Q2 		$44.6M Buy
+1,396,100
New +$40.8M ﹤0.01% 1493

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments's SWIM Position: Q2 2026 in Review

Fidelity Investments reduced its Latham Group (SWIM) stake by 9% in Q2 2026, selling an estimated $1.85M and leaving 3,340,116 shares worth $21.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1857.

Fidelity Investments first reported a position in SWIM in Q2 2021 and has held it in 19 quarters since. The position peaked at $44.6M in Q2 2021. 135 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Fidelity Investments held 3,340,116 shares of Latham Group worth $21.6M as of Q2 2026.
  • Fidelity Investments sold 329,474 Latham Group shares in Q2 2026, an estimated $1.85M.
  • Latham Group made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #1857 holding.
  • Fidelity Investments first reported a position in Latham Group in Q2 2021 and has held it in 19 quarters since.
  • Fidelity Investments's Latham Group position peaked at $44.6M in Q2 2021.
  • 135 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.