RWM
SWIM icon

Ritholtz Wealth Management’s Latham Group SWIM Stock Holding History

Ritholtz Wealth 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
2025
Q3 		– Sell
-12,735
Closed -$81.2K – 1112
2025
Q2 		$81.2K Sell
12,735
-2,629
-17% -$15.3K ﹤0.01% 966
2025
Q1 		$98.8K Sell
15,364
-3,981
-21% -$26.8K ﹤0.01% 903
2024
Q4 		$135K Sell
19,345
-703
-4% -$4.7K ﹤0.01% 831
2024
Q3 		$136K Buy
20,048
+1,922
+11% +$9.35K ﹤0.01% 844
2024
Q2 		$54.9K Buy
+18,126
New +$63.2K ﹤0.01% 815

Other funds holding SWIM

PCM
Pamplona Capital Management New York $361M AUM 5.25% 1-Year Est. Return
WCPI
Wynnchurch Capital Partners IV Rosemont, Illinois $44.8M AUM 11.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ritholtz Wealth Management's SWIM Position: Q3 2025 in Review

Ritholtz Wealth Management sold out of Latham Group (SWIM) in Q3 2025, closing a stake of 12,735 shares — an estimated $81.2K sold.

Ritholtz Wealth Management first reported a position in SWIM in Q2 2024 and held it in 5 quarters. The position peaked at $136K in Q3 2024. 139 funds tracked by Wall St. Rank hold SWIM as of Q3 2025.

  • Ritholtz Wealth Management reported no remaining Latham Group position as of Q3 2025 after selling out during the quarter.
  • Ritholtz Wealth Management sold 12,735 Latham Group shares in Q3 2025, an estimated $81.2K.
  • Ritholtz Wealth Management first reported a position in Latham Group in Q2 2024 and held it in 5 quarters.
  • Ritholtz Wealth Management's Latham Group position peaked at $136K in Q3 2024.
  • 139 funds tracked by Wall St. Rank held Latham Group as of Q3 2025.

Based on Ritholtz Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.