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Modern Wealth Management’s Latham Group SWIM Stock Holding History

Modern 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
2026
Q2 		$138K Buy
21,288
+4,474
+27% +$25.1K ﹤0.01% 1063
2026
Q1 		$90.1K Buy
16,814
+3,712
+28% +$23.7K ﹤0.01% 868
2025
Q4 		$83.2K Sell
13,102
-3,320
-20% -$23.2K ﹤0.01% 834
2025
Q3 		$125K Buy
16,422
+3,586
+28% +$26.4K ﹤0.01% 788
2025
Q2 		$81.9K Buy
+12,836
New +$74.6K ﹤0.01% 767

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

Modern Wealth Management's SWIM Position: Q2 2026 in Review

Modern Wealth Management increased its Latham Group (SWIM) stake by 27% in Q2 2026, buying an estimated $25.1K and bringing the position to 21,288 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

Modern Wealth Management first reported a position in SWIM in Q2 2025 and has held it in 5 quarters since. 135 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Modern Wealth Management held 21,288 shares of Latham Group worth $138K as of Q2 2026.
  • Modern Wealth Management bought 4,474 Latham Group shares in Q2 2026, an estimated $25.1K.
  • Latham Group made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1063 holding.
  • Modern Wealth Management first reported a position in Latham Group in Q2 2025 and has held it in 5 quarters since.
  • 135 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.