SOW
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State of Wyoming’s Latham Group SWIM Stock Holding History

State of Wyoming’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 		– Sell
-8,720
Closed -$55.4K – 2026
2025
Q4 		$55.4K Buy
+8,720
New +$61K 0.01% 1540
2025
Q1 		– Sell
-48,344
Closed -$336K – 1840
2024
Q4 		$336K Buy
48,344
+31,185
+182% +$209K 0.04% 493
2024
Q3 		$117K Buy
+17,159
New +$83.5K 0.02% 1026
2024
Q2 		– Sell
-39,348
Closed -$156K – 1866
2024
Q1 		$156K Sell
39,348
-116,387
-75% -$332K 0.03% 749
2023
Q4 		$410K Buy
155,735
+146,062
+1,510% +$362K 0.08% 176
2023
Q3 		$27.1K Sell
9,673
-7,956
-45% -$28.8K 0.01% 1466
2023
Q2 		$65.4K Buy
+17,629
New +$53.9K 0.02% 1040
2023
Q1 		– Sell
-12,484
Closed -$40.2K – 1772
2022
Q4 		$40.2K Sell
12,484
-8,902
-42% -$32.1K 0.01% 1130
2022
Q3 		$77K Sell
21,386
-7,578
-26% -$43.2K 0.04% 794
2022
Q2 		$201K Buy
+28,964
New +$308K 0.12% 148

Other funds holding SWIM

PCM
Pamplona Capital Management New York $473M AUM 3.78% 1-Year Est. Return
Wellington Management Group
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return

State of Wyoming's SWIM Position: Q1 2026 in Review

State of Wyoming sold out of Latham Group (SWIM) in Q1 2026, closing a stake of 8,720 shares — an estimated $55.4K sold.

State of Wyoming first reported a position in SWIM in Q2 2022 and held it in 10 quarters. The position peaked at $410K in Q4 2023. 142 funds tracked by Wall St. Rank hold SWIM as of Q1 2026.

  • State of Wyoming reported no remaining Latham Group position as of Q1 2026 after selling out during the quarter.
  • State of Wyoming sold 8,720 Latham Group shares in Q1 2026, an estimated $55.4K.
  • State of Wyoming first reported a position in Latham Group in Q2 2022 and held it in 10 quarters.
  • State of Wyoming's Latham Group position peaked at $410K in Q4 2023.
  • 142 funds tracked by Wall St. Rank held Latham Group as of Q1 2026.

Based on State of Wyoming's 13F filing for Q1 2026, filed 13 May 2026.