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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
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

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AAS
AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Wasatch Advisors's SWIM Position: Q2 2026 in Review

Wasatch Advisors reduced its Latham Group (SWIM) stake by 1.8% in Q2 2026, selling an estimated $265K and leaving 2,524,359 shares worth $16.3M. The position accounts for 0.11% of the portfolio, ranked #124.

Wasatch Advisors first reported a position in SWIM in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.3M in Q3 2025. 21 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Wasatch Advisors held 2,524,359 shares of Latham Group worth $16.3M as of Q2 2026.
  • Wasatch Advisors sold 47,129 Latham Group shares in Q2 2026, an estimated $265K.
  • Latham Group made up 0.11% of Wasatch Advisors's portfolio in Q2 2026, its #124 holding.
  • Wasatch Advisors first reported a position in Latham Group in Q4 2024 and has held it in 7 quarters since.
  • Wasatch Advisors's Latham Group position peaked at $23.3M in Q3 2025.
  • 21 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Wasatch Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.