MWM
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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
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 $473M AUM 3.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return

Modern Wealth Management's SWIM Position: Q1 2026 in Review

Modern Wealth Management increased its Latham Group (SWIM) stake by 28% in Q1 2026, buying an estimated $23.7K and bringing the position to 16,814 shares worth $90.1K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Modern Wealth Management first reported a position in SWIM in Q2 2025 and has held it in 4 quarters since. The position peaked at $125K in Q3 2025. 142 funds tracked by Wall St. Rank hold SWIM as of Q1 2026.

  • Modern Wealth Management held 16,814 shares of Latham Group worth $90.1K as of Q1 2026.
  • Modern Wealth Management bought 3,712 Latham Group shares in Q1 2026, an estimated $23.7K.
  • Latham Group made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #868 holding.
  • Modern Wealth Management first reported a position in Latham Group in Q2 2025 and has held it in 4 quarters since.
  • Modern Wealth Management's Latham Group position peaked at $125K in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Latham Group as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.