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Gitterman Wealth Management’s Latham Group SWIM Stock Holding History

Gitterman Wealth Management’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
Q3 		$554K Buy
72,789
+41,784
+135% +$308K 0.13% 46
2025
Q2 		$198K Buy
31,005
+992
+3% +$5.76K 0.05% 150
2025
Q1 		$193K Buy
30,013
+1,112
+4% +$7.48K 0.05% 125
2024
Q4 		$201K Sell
28,901
-4,601
-14% -$30.8K 0.08% 122
2024
Q3 		$228K Buy
33,502
+670
+2% +$3.26K 0.1% 101
2024
Q2 		$99.5K Buy
32,832
+292
+0.9% +$1.02K 0.04% 109
2024
Q1 		$129K Buy
32,540
+8,441
+35% +$24.1K 0.05% 99
2023
Q4 		$63.4K Buy
24,099
+10,875
+82% +$26.9K 0.03% 89
2023
Q3 		$37K Buy
+13,224
New +$47.9K 0.02% 82

Other funds holding SWIM

PCM
Pamplona Capital Management New York $473M AUM 3.78% 1-Year Est. Return
WCPI
Wynnchurch Capital Partners IV Rosemont, Illinois $44.8M AUM 11.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gitterman Wealth Management's SWIM Position: Q3 2025 in Review

Gitterman Wealth Management increased its Latham Group (SWIM) stake by 135% in Q3 2025, buying an estimated $308K and bringing the position to 72,789 shares worth $554K. The position accounts for 0.13% of the portfolio, ranked #46.

Gitterman Wealth Management first reported a position in SWIM in Q3 2023 and has held it in 9 quarters since. 139 funds tracked by Wall St. Rank hold SWIM as of Q3 2025.

  • Gitterman Wealth Management held 72,789 shares of Latham Group worth $554K as of Q3 2025.
  • Gitterman Wealth Management bought 41,784 Latham Group shares in Q3 2025, an estimated $308K.
  • Latham Group made up 0.13% of Gitterman Wealth Management's portfolio in Q3 2025, its #46 holding.
  • Gitterman Wealth Management first reported a position in Latham Group in Q3 2023 and has held it in 9 quarters since.
  • 139 funds tracked by Wall St. Rank held Latham Group as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.