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Silvercrest Asset Management’s Latham Group SWIM Stock Holding History

Silvercrest Asset 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
Q2 		$5.65M Sell
872,522
-42,562
-5% -$239K 0.04% 437
2026
Q1 		$4.91M Buy
915,084
+104,510
+13% +$666K 0.04% 429
2025
Q4 		$5.15M Buy
810,574
+231,375
+40% +$1.62M 0.04% 429
2025
Q3 		$4.41M Sell
579,199
-16,195
-3% -$119K 0.03% 442
2025
Q2 		$3.8M Buy
+595,394
New +$3.46M 0.03% 463

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 $15.3B AUM 25.06% 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

Silvercrest Asset Management's SWIM Position: Q2 2026 in Review

Silvercrest Asset Management reduced its Latham Group (SWIM) stake by 4.7% in Q2 2026, selling an estimated $239K and leaving 872,522 shares worth $5.65M. The position accounts for 0.04% of the portfolio, ranked #437.

Silvercrest Asset Management first reported a position in SWIM in Q2 2025 and has held it in 5 quarters since. 135 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Silvercrest Asset Management held 872,522 shares of Latham Group worth $5.65M as of Q2 2026.
  • Silvercrest Asset Management sold 42,562 Latham Group shares in Q2 2026, an estimated $239K.
  • Latham Group made up 0.04% of Silvercrest Asset Management's portfolio in Q2 2026, its #437 holding.
  • Silvercrest Asset Management first reported a position in Latham Group in Q2 2025 and has held it in 5 quarters since.
  • 135 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.