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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
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 $473M AUM 3.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return

Waypoint Wealth Counsel's SWIM Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its Latham Group (SWIM) stake by 0.06% in Q1 2026, selling an estimated $38 and leaving 10,013 shares worth $53.8K. The position accounts for 0.03% of the portfolio, ranked #223.

Waypoint Wealth Counsel first reported a position in SWIM in Q4 2025 and has held it in 2 quarters since. The position peaked at $63.6K in Q4 2025. 142 funds tracked by Wall St. Rank hold SWIM as of Q1 2026.

  • Waypoint Wealth Counsel held 10,013 shares of Latham Group worth $53.8K as of Q1 2026.
  • Waypoint Wealth Counsel sold 6 Latham Group shares in Q1 2026, an estimated $38.
  • Latham Group made up 0.03% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #223 holding.
  • Waypoint Wealth Counsel first reported a position in Latham Group in Q4 2025 and has held it in 2 quarters since.
  • Waypoint Wealth Counsel's Latham Group position peaked at $63.6K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Latham Group as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.