Morgan Stanley
SWIM icon

Morgan Stanley’s Latham Group SWIM Stock Holding History

Morgan Stanley’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 		$407K Sell
62,852
-136,200
-68% -$765K ﹤0.01% 5649
2026
Q1 		$1.07M Buy
199,052
+100,896
+103% +$643K ﹤0.01% 5113
2025
Q4 		$623K Sell
98,156
-46,664
-32% -$326K ﹤0.01% 5406
2025
Q3 		$1.1M Sell
144,820
-79,089
-35% -$582K ﹤0.01% 5127
2025
Q2 		$1.43M Buy
223,909
+63,540
+40% +$369K ﹤0.01% 4913
2025
Q1 		$1.03M Buy
160,369
+5,820
+4% +$39.1K ﹤0.01% 4984
2024
Q4 		$1.08M Sell
154,549
-160,364
-51% -$1.07M ﹤0.01% 5051
2024
Q3 		$2.14M Buy
314,913
+195,083
+163% +$949K ﹤0.01% 4597
2024
Q2 		$363K Sell
119,830
-45,018
-27% -$157K ﹤0.01% 5434
2024
Q1 		$653K Sell
164,848
-130,267
-44% -$371K ﹤0.01% 5189
2023
Q4 		$776K Buy
295,115
+25,139
+9% +$62.2K ﹤0.01% 5079
2023
Q3 		$756K Buy
269,976
+497
+0.2% +$1.8K ﹤0.01% 4955
2023
Q2 		$1,000K Buy
269,479
+96,635
+56% +$295K ﹤0.01% 4828
2023
Q1 		$494K Sell
172,844
-474
-0.3% -$1.66K ﹤0.01% 5264
2022
Q4 		$558K Sell
173,318
-45,965
-21% -$166K ﹤0.01% 5188
2022
Q3 		$786K Sell
219,283
-469,396
-68% -$2.68M ﹤0.01% 5024
2022
Q2 		$4.77M Buy
688,679
+13,978
+2% +$148K ﹤0.01% 3814
2022
Q1 		$8.93M Buy
674,701
+640,111
+1,851% +$10.6M ﹤0.01% 3038
2021
Q4 		$866K Buy
34,590
+2,628
+8% +$52.1K ﹤0.01% 5174
2021
Q3 		$524K Sell
31,962
-6,006
-16% -$140K ﹤0.01% 5466
2021
Q2 		$1.21M Buy
+37,968
New +$1.11M ﹤0.01% 4966

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

Morgan Stanley's SWIM Position: Q2 2026 in Review

Morgan Stanley reduced its Latham Group (SWIM) stake by 68% in Q2 2026, selling an estimated $765K and leaving 62,852 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #5649.

Morgan Stanley first reported a position in SWIM in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.93M in Q1 2022. 135 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Morgan Stanley held 62,852 shares of Latham Group worth $407K as of Q2 2026.
  • Morgan Stanley sold 136,200 Latham Group shares in Q2 2026, an estimated $765K.
  • Latham Group made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5649 holding.
  • Morgan Stanley first reported a position in Latham Group in Q2 2021 and has held it in 21 quarters since.
  • Morgan Stanley's Latham Group position peaked at $8.93M in Q1 2022.
  • 135 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.