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Stephens Consulting’s Latham Group SWIM Stock Holding History

Stephens Consulting’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
Q2 		– Sell
-55
Closed -$354 – 1909
2025
Q1 		$354 Buy
+55
New +$370 ﹤0.01% 1311

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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Stephens Consulting's SWIM Position: Q2 2025 in Review

Stephens Consulting sold out of Latham Group (SWIM) in Q2 2025, closing a stake of 55 shares — an estimated $354 sold.

Stephens Consulting first reported a position in SWIM in Q1 2025 and held it in 1 quarter. The position peaked at $354 in Q1 2025. 128 funds tracked by Wall St. Rank hold SWIM as of Q2 2025.

  • Stephens Consulting reported no remaining Latham Group position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 55 Latham Group shares in Q2 2025, an estimated $354.
  • Stephens Consulting first reported a position in Latham Group in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's Latham Group position peaked at $354 in Q1 2025.
  • 128 funds tracked by Wall St. Rank held Latham Group as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.