RIL
SWIM icon

Rothschild Investment LLC’s Latham Group SWIM Stock Holding History

Rothschild Investment LLC’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 Buy
113
+23
+26% +$129 ﹤0.01% 3164
2026
Q1 		$483 Sell
90
-2
-2% -$13 ﹤0.01% 3137
2025
Q4 		$584 Sell
92
-145
-61% -$1.01K ﹤0.01% 2880
2025
Q3 		$1.8K Buy
237
+32
+16% +$236 ﹤0.01% 2291
2025
Q2 		$1.31K Buy
205
+50
+32% +$291 ﹤0.01% 2319
2025
Q1 		$997 Buy
155
+10
+7% +$67 ﹤0.01% 2344
2024
Q4 		$1.01K Buy
145
+30
+26% +$201 ﹤0.01% 2216
2024
Q3 		$782 Buy
115
+30
+35% +$146 ﹤0.01% 2322
2024
Q2 		$258 Buy
+85
New +$296 ﹤0.01% 2377

Other funds holding SWIM

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
B
BloombergSen Toronto, Ontario, Canada $1.34B AUM 6.47% 1-Year Est. Return
AAS
AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Rothschild Investment LLC's SWIM Position: Q2 2026 in Review

Rothschild Investment LLC increased its Latham Group (SWIM) stake by 26% in Q2 2026, buying an estimated $129 and bringing the position to 113 shares worth $731. The position accounts for ﹤0.01% of the portfolio, ranked #3164.

Rothschild Investment LLC first reported a position in SWIM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.8K in Q3 2025. 47 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Rothschild Investment LLC held 113 shares of Latham Group worth $731 as of Q2 2026.
  • Rothschild Investment LLC bought 23 Latham Group shares in Q2 2026, an estimated $129.
  • Latham Group made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3164 holding.
  • Rothschild Investment LLC first reported a position in Latham Group in Q2 2024 and has held it in 9 quarters since.
  • Rothschild Investment LLC's Latham Group position peaked at $1.8K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.