Prelude Capital Management’s Latham Group SWIM Stock Holding History

Prelude Capital Management’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	$57.7K	Sell	10,746 -11,114	-51%	-$70.8K	﹤0.01%	1117
2025 Q4	$139K	Buy	+21,860	New	+$153K	0.01%	1138
2025 Q3	–	Sell	-17,702	Closed	-$113K	–	1371
2025 Q2	$113K	Buy	+17,702	New	+$103K	0.01%	890
2025 Q1	–	Sell	-22,434	Closed	-$156K	–	1515
2024 Q4	$156K	Sell	22,434 -3,595	-14%	-$24K	0.01%	1041
2024 Q3	$177K	Buy	+26,029	New	+$127K	0.01%	1084
2022 Q4	–	Sell	-330,322	Closed	-$1.19M	–	1601
2022 Q3	$1.19M	Buy	+330,322	New	+$1.89M	0.04%	375
2021 Q3	–	Sell	-42,513	Closed	-$1.36M	–	2016
2021 Q2	$1.36M	Buy	+42,513	New	+$1.24M	0.04%	453

Other funds holding SWIM

PCM

Pamplona Capital Management New York $473M AUM 3.78% 1-Year Est. Return

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 Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return

Prelude Capital Management's SWIM Position: Q1 2026 in Review

Prelude Capital Management reduced its Latham Group (SWIM) stake by 51% in Q1 2026, selling an estimated $70.8K and leaving 10,746 shares worth $57.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Prelude Capital Management first reported a position in SWIM in Q2 2021 and has held it in 7 quarters since. The position peaked at $1.36M in Q2 2021. 142 funds tracked by Wall St. Rank hold SWIM as of Q1 2026.

Prelude Capital Management held 10,746 shares of Latham Group worth $57.7K as of Q1 2026.
Prelude Capital Management sold 11,114 Latham Group shares in Q1 2026, an estimated $70.8K.
Latham Group made up ﹤0.01% of Prelude Capital Management's portfolio in Q1 2026, its #1117 holding.
Prelude Capital Management first reported a position in Latham Group in Q2 2021 and has held it in 7 quarters since.
Prelude Capital Management's Latham Group position peaked at $1.36M in Q2 2021.
142 funds tracked by Wall St. Rank held Latham Group as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.