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Gem Investment Advisors’s Latham Group SWIM Stock Holding History

Gem Investment 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 		$242K Sell
37,338
-16,740
-31% -$94K 0.15% 30
2026
Q1 		$290K Hold
54,078
– – 0.29% 27
2025
Q4 		$343K Buy
+54,078
New +$378K 0.33% 26

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

Gem Investment Advisors's SWIM Position: Q2 2026 in Review

Gem Investment Advisors reduced its Latham Group (SWIM) stake by 31% in Q2 2026, selling an estimated $94K and leaving 37,338 shares worth $242K. The position accounts for 0.15% of the portfolio, ranked #30.

Gem Investment Advisors first reported a position in SWIM in Q4 2025 and has held it in 3 quarters since. The position peaked at $343K in Q4 2025. 134 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Gem Investment Advisors held 37,338 shares of Latham Group worth $242K as of Q2 2026.
  • Gem Investment Advisors sold 16,740 Latham Group shares in Q2 2026, an estimated $94K.
  • Latham Group made up 0.15% of Gem Investment Advisors's portfolio in Q2 2026, its #30 holding.
  • Gem Investment Advisors first reported a position in Latham Group in Q4 2025 and has held it in 3 quarters since.
  • Gem Investment Advisors's Latham Group position peaked at $343K in Q4 2025.
  • 134 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Gem Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.