LPL Financial
SWIM icon

LPL Financial’s Latham Group SWIM Stock Holding History

LPL Financial’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
Q1 		– Sell
-15,954
Closed -$111K – 5508
2024
Q4 		$111K Buy
15,954
+1,713
+12% +$11.5K ﹤0.01% 4971
2024
Q3 		$96.8K Buy
14,241
+2,236
+19% +$10.9K ﹤0.01% 4898
2024
Q2 		$36.4K Sell
12,005
-6,009
-33% -$20.9K ﹤0.01% 4879
2024
Q1 		$71.3K Buy
18,014
+4,366
+32% +$12.4K ﹤0.01% 4727
2023
Q4 		$35.9K Sell
13,648
-53
-0.4% -$131 ﹤0.01% 4690
2023
Q3 		$38.4K Buy
13,701
+2,729
+25% +$9.88K ﹤0.01% 4546
2023
Q2 		$40.7K Buy
+10,972
New +$33.5K ﹤0.01% 4447
2023
Q1 		– Sell
-10,397
Closed -$33.5K – 4582
2022
Q4 		$33.5K Buy
+10,397
New +$37.5K ﹤0.01% 4320
2022
Q3 		– Sell
-93,973
Closed -$651K – 4517
2022
Q2 		$651K Buy
+93,973
New +$998K ﹤0.01% 2959
2022
Q1 		– Sell
-80,321
Closed -$2.01M – 4379
2021
Q4 		$2.01M Buy
80,321
+13,827
+21% +$274K ﹤0.01% 2085
2021
Q3 		$1.09M Buy
66,494
+29,266
+79% +$682K ﹤0.01% 2542
2021
Q2 		$1.19M Buy
+37,228
New +$1.09M ﹤0.01% 2424

Other funds holding SWIM

PCM
Pamplona Capital Management New York $361M AUM 5.25% 1-Year Est. Return
WCPI
Wynnchurch Capital Partners IV Rosemont, Illinois $44.8M AUM 11.91% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LPL Financial's SWIM Position: Q1 2025 in Review

LPL Financial sold out of Latham Group (SWIM) in Q1 2025, closing a stake of 15,954 shares — an estimated $111K sold.

LPL Financial first reported a position in SWIM in Q2 2021 and held it in 12 quarters. The position peaked at $2.01M in Q4 2021. 131 funds tracked by Wall St. Rank hold SWIM as of Q1 2025.

  • LPL Financial reported no remaining Latham Group position as of Q1 2025 after selling out during the quarter.
  • LPL Financial sold 15,954 Latham Group shares in Q1 2025, an estimated $111K.
  • LPL Financial first reported a position in Latham Group in Q2 2021 and held it in 12 quarters.
  • LPL Financial's Latham Group position peaked at $2.01M in Q4 2021.
  • 131 funds tracked by Wall St. Rank held Latham Group as of Q1 2025.

Based on LPL Financial's 13F filing for Q1 2025, filed 7 May 2025.