Wasatch Advisors
SWIM icon

Wasatch Advisors’s Latham Group SWIM Stock Holding History

Wasatch Advisors’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
Q3 		$11.6M Sell
1,863,932
-660,427
-26% -$4.27M 0.09% 125
2026
Q2 		$16.3M Sell
2,524,359
-47,129
-2% -$265K 0.11% 124
2026
Q1 		$13.8M Sell
2,571,488
-198,206
-7% -$1.26M 0.09% 120
2025
Q4 		$17.6M Sell
2,769,694
-295,770
-10% -$2.07M 0.1% 129
2025
Q3 		$23.3M Sell
3,065,464
-50,783
-2% -$374K 0.13% 124
2025
Q2 		$19.9M Buy
3,116,247
+709,368
+29% +$4.12M 0.1% 131
2025
Q1 		$15.5M Sell
2,406,879
-94,289
-4% -$634K 0.09% 138
2024
Q4 		$17.4M Buy
+2,501,168
New +$16.7M 0.09% 138

Other funds holding SWIM

IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
AdviceOne Advisory Services
AdviceOne Advisory Services Glastonbury, Connecticut $168M AUM 9.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
ELCO Management
ELCO Management New York $213M AUM 25.22% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Covestor
Covestor London, United Kingdom $157M AUM 35.87% 1-Year Est. Return

Wasatch Advisors's SWIM Position: Q3 2026 in Review

Wasatch Advisors reduced its Latham Group (SWIM) stake by 26% in Q3 2026, selling an estimated $4.27M and leaving 1,863,932 shares worth $11.6M. The position accounts for 0.09% of the portfolio, ranked #125.

Wasatch Advisors first reported a position in SWIM in Q4 2024 and has held it in 8 quarters since. The position peaked at $23.3M in Q3 2025. 23 funds tracked by Wall St. Rank hold SWIM as of Q3 2026.

  • Wasatch Advisors held 1,863,932 shares of Latham Group worth $11.6M as of Q3 2026.
  • Wasatch Advisors sold 660,427 Latham Group shares in Q3 2026, an estimated $4.27M.
  • Latham Group made up 0.09% of Wasatch Advisors's portfolio in Q3 2026, its #125 holding.
  • Wasatch Advisors first reported a position in Latham Group in Q4 2024 and has held it in 8 quarters since.
  • Wasatch Advisors's Latham Group position peaked at $23.3M in Q3 2025.
  • 23 funds tracked by Wall St. Rank held Latham Group as of Q3 2026.

Based on Wasatch Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.