Nisa Investment Advisors
SWIM icon

Nisa Investment Advisors’s Latham Group SWIM Stock Holding History

Nisa Investment Advisors’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 		$731 Sell
113
-1,800
-94% -$10.1K ﹤0.01% 2898
2026
Q1 		$10.3K Buy
1,913
+1,800
+1,593% +$11.5K ﹤0.01% 2236
2025
Q4 		$718 Hold
113
– – ﹤0.01% 2766
2025
Q3 		$860 Hold
113
– – ﹤0.01% 2766
2025
Q2 		$721 Sell
113
-49
-30% -$285 ﹤0.01% 2802
2025
Q1 		$1.04K Buy
162
+37
+30% +$249 ﹤0.01% 2628
2024
Q4 		$870 Hold
125
– – ﹤0.01% 2708
2024
Q3 		$850 Buy
125
+12
+11% +$58 ﹤0.01% 2614
2024
Q2 		$342 Buy
113
+65
+135% +$227 ﹤0.01% 2752
2024
Q1 		$190 Buy
48
+9
+23% +$26 ﹤0.01% 2652
2023
Q4 		$103 Buy
+39
New +$97 ﹤0.01% 2611
2023
Q2 		– Sell
-64
Closed – – 2866
2023
Q1 		$0 Hold
64
– – ﹤0.01% 2697
2022
Q4 		$0 Buy
+64
New +$231 ﹤0.01% 2717

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 $13.5B AUM 16.58% 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

Nisa Investment Advisors's SWIM Position: Q2 2026 in Review

Nisa Investment Advisors reduced its Latham Group (SWIM) stake by 94% in Q2 2026, selling an estimated $10.1K and leaving 113 shares worth $731. The position accounts for ﹤0.01% of the portfolio, ranked #2898.

Nisa Investment Advisors first reported a position in SWIM in Q4 2022 and has held it in 13 quarters since. The position peaked at $10.3K in Q1 2026. 134 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Nisa Investment Advisors held 113 shares of Latham Group worth $731 as of Q2 2026.
  • Nisa Investment Advisors sold 1,800 Latham Group shares in Q2 2026, an estimated $10.1K.
  • Latham Group made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2898 holding.
  • Nisa Investment Advisors first reported a position in Latham Group in Q4 2022 and has held it in 13 quarters since.
  • Nisa Investment Advisors's Latham Group position peaked at $10.3K in Q1 2026.
  • 134 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.