GRP
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Global Retirement Partners’s Latham Group SWIM Stock Holding History

Global Retirement Partners’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 		$2.46K Buy
+380
New +$2.13K ﹤0.01% 3931
2022
Q3 		– Sell
-265
Closed -$2K – 2961
2022
Q2 		$2K Hold
265
– – ﹤0.01% 2275
2022
Q1 		$2K Buy
+265
New +$4.41K ﹤0.01% 2250
2021
Q4 		– Sell
-265
Closed -$4K – 1608
2021
Q3 		$4K Buy
265
+26
+11% +$606 ﹤0.01% 1712
2021
Q2 		$8K Buy
+239
New +$6.98K ﹤0.01% 1457

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

Global Retirement Partners's SWIM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Latham Group (SWIM) in Q2 2026: 380 shares worth $2.46K. The stake represents ﹤0.01% of the portfolio and ranks #3931 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SWIM as recently as Q2 2022.

Global Retirement Partners first reported a position in SWIM in Q2 2021 and has held it in 5 quarters since. The position peaked at $8K in Q2 2021. 135 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Global Retirement Partners held 380 shares of Latham Group worth $2.46K as of Q2 2026.
  • Latham Group was a new Global Retirement Partners position in Q2 2026.
  • Latham Group made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3931 holding.
  • Global Retirement Partners first reported a position in Latham Group in Q2 2021 and has held it in 5 quarters since.
  • Global Retirement Partners's Latham Group position peaked at $8K in Q2 2021.
  • 135 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.