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
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
-425,382
-72% -$1.21M ﹤0.01% 5189
2023
Q4 		$1.55M Buy
590,230
+320,254
+119% +$793K ﹤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 $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 $5.7T 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