ORG Wealth Partners
SWIM icon

ORG Wealth Partners’s Latham Group SWIM Stock Holding History

ORG Wealth Partners’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 		$523 Buy
+84
New +$543 ﹤0.01% 2033

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Wasatch Advisors
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Geode Capital Management
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State Street
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

ORG Wealth Partners's SWIM Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in Latham Group (SWIM) in Q3 2026: 84 shares worth $523. The stake represents ﹤0.01% of the portfolio and ranks #2033 among its holdings.

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

  • ORG Wealth Partners held 84 shares of Latham Group worth $523 as of Q3 2026.
  • Latham Group was a new ORG Wealth Partners position in Q3 2026.
  • Latham Group made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2033 holding.
  • 79 funds tracked by Wall St. Rank held Latham Group as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.