MAS
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MPWM Advisory Solutions’s Latham Group SWIM Stock Holding History

MPWM Advisory Solutions’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 		$712 Hold
110
– – ﹤0.01% 551
2026
Q1 		$591 Hold
110
– – ﹤0.01% 558
2025
Q4 		$699 Hold
110
– – ﹤0.01% 518
2025
Q3 		$837 Hold
110
– – ﹤0.01% 490
2025
Q2 		$702 Hold
110
– – ﹤0.01% 494
2025
Q1 		$707 Hold
110
– – ﹤0.01% 575
2024
Q4 		$766 Buy
+110
New +$736 ﹤0.01% 583

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

MPWM Advisory Solutions's SWIM Position: Q2 2026 in Review

MPWM Advisory Solutions held its Latham Group (SWIM) position steady in Q2 2026 at 110 shares worth $712. The position accounts for ﹤0.01% of the portfolio, ranked #551.

MPWM Advisory Solutions first reported a position in SWIM in Q4 2024 and has held it in 7 quarters since. The position peaked at $837 in Q3 2025. 135 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • MPWM Advisory Solutions held 110 shares of Latham Group worth $712 as of Q2 2026.
  • MPWM Advisory Solutions left its Latham Group share count unchanged in Q2 2026.
  • Latham Group made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #551 holding.
  • MPWM Advisory Solutions first reported a position in Latham Group in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's Latham Group position peaked at $837 in Q3 2025.
  • 135 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.