Moran Wealth Management’s Latham Group SWIM Stock Holding History

Moran 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 Q3	$83.3K	Buy	+13,371	New	+$86.4K	﹤0.01%	498

Other funds holding SWIM

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

AdviceOne Advisory Services Glastonbury, Connecticut $168M AUM 9.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

ELCO Management New York $213M AUM 25.22% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Moran Wealth Management's SWIM Position: Q3 2026 in Review

Moran Wealth Management opened a new position in Latham Group (SWIM) in Q3 2026: 13,371 shares worth $83.3K. The stake represents ﹤0.01% of the portfolio and ranks #498 among its holdings.

18 funds tracked by Wall St. Rank hold SWIM as of Q3 2026.

Moran Wealth Management held 13,371 shares of Latham Group worth $83.3K as of Q3 2026.
Latham Group was a new Moran Wealth Management position in Q3 2026.
Latham Group made up ﹤0.01% of Moran Wealth Management's portfolio in Q3 2026, its #498 holding.
18 funds tracked by Wall St. Rank held Latham Group as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.