FFO
SWIM icon

Fortitude Family Office’s Latham Group SWIM Stock Holding History

Fortitude Family Office’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
2025
Q4 		– Sell
-76
Closed -$578 – 2120
2025
Q3 		$578 Buy
+76
New +$559 ﹤0.01% 1751

Other funds holding SWIM

PCM
Pamplona Capital Management New York $473M AUM 3.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Fortitude Family Office's SWIM Position: Q4 2025 in Review

Fortitude Family Office sold out of Latham Group (SWIM) in Q4 2025, closing a stake of 76 shares — an estimated $578 sold.

Fortitude Family Office first reported a position in SWIM in Q3 2025 and held it in 1 quarter. The position peaked at $578 in Q3 2025. 149 funds tracked by Wall St. Rank hold SWIM as of Q4 2025.

  • Fortitude Family Office reported no remaining Latham Group position as of Q4 2025 after selling out during the quarter.
  • Fortitude Family Office sold 76 Latham Group shares in Q4 2025, an estimated $578.
  • Fortitude Family Office first reported a position in Latham Group in Q3 2025 and held it in 1 quarter.
  • Fortitude Family Office's Latham Group position peaked at $578 in Q3 2025.
  • 149 funds tracked by Wall St. Rank held Latham Group as of Q4 2025.

Based on Fortitude Family Office's 13F filing for Q4 2025, filed 15 Jan 2026.