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Waypoint Wealth Counsel’s Latham Group SWIM Stock Holding History

Waypoint Wealth Counsel’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 		– Sell
-10,013
Closed -$53.8K – 228
2026
Q1 		$53.8K Sell
10,013
-6
-0.1% -$38 0.03% 223
2025
Q4 		$63.6K Buy
+10,019
New +$70.1K 0.02% 281

Other funds holding SWIM

PCM
Pamplona Capital Management New York $361M AUM 5.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FG
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Waypoint Wealth Counsel's SWIM Position: Q2 2026 in Review

Waypoint Wealth Counsel sold out of Latham Group (SWIM) in Q2 2026, closing a stake of 10,013 shares — an estimated $53.8K sold.

Waypoint Wealth Counsel first reported a position in SWIM in Q4 2025 and held it in 2 quarters. The position peaked at $63.6K in Q4 2025. 135 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Waypoint Wealth Counsel reported no remaining Latham Group position as of Q2 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 10,013 Latham Group shares in Q2 2026, an estimated $53.8K.
  • Waypoint Wealth Counsel first reported a position in Latham Group in Q4 2025 and held it in 2 quarters.
  • Waypoint Wealth Counsel's Latham Group position peaked at $63.6K in Q4 2025.
  • 135 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.