True Wealth Design’s Latham Group SWIM Stock Holding History

True Wealth Design’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 Q4	–	Sell	-2	Closed	-$16	–	2803
2025 Q3	$16	Buy	+2	New	+$15	﹤0.01%	2671
2025 Q2	–	Sell	-21	Closed	-$136	–	2814
2025 Q1	$136	Buy	21 +8	+62%	+$54	﹤0.01%	2098
2024 Q4	$91	Buy	+13	New	+$87	﹤0.01%	1284

Other funds holding SWIM

PCM

Pamplona Capital Management New York $473M AUM 3.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

True Wealth Design's SWIM Position: Q4 2025 in Review

True Wealth Design sold out of Latham Group (SWIM) in Q4 2025, closing a stake of 2 shares — an estimated $16 sold.

True Wealth Design first reported a position in SWIM in Q4 2024 and held it in 3 quarters. The position peaked at $136 in Q1 2025. 149 funds tracked by Wall St. Rank hold SWIM as of Q4 2025.

True Wealth Design reported no remaining Latham Group position as of Q4 2025 after selling out during the quarter.
True Wealth Design sold 2 Latham Group shares in Q4 2025, an estimated $16.
True Wealth Design first reported a position in Latham Group in Q4 2024 and held it in 3 quarters.
True Wealth Design's Latham Group position peaked at $136 in Q1 2025.
149 funds tracked by Wall St. Rank held Latham Group as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.