Wellington Management Group
SWIM icon

Wellington Management Group’s Latham Group SWIM Stock Holding History

Wellington Management Group’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 		$73.5M Buy
11,364,049
+2,201,843
+24% +$12.4M 0.01% 628
2026
Q1 		$49.2M Buy
9,162,206
+2,412,857
+36% +$15.4M 0.01% 733
2025
Q4 		$42.9M Buy
6,749,349
+4,616,367
+216% +$32.3M 0.01% 776
2025
Q3 		$16.2M Buy
+2,132,982
New +$15.7M ﹤0.01% 1106
2025
Q2 		– Sell
-681,564
Closed -$4.38M – 2048
2025
Q1 		$4.38M Buy
+681,564
New +$4.58M ﹤0.01% 1395

Other funds holding SWIM

PCM
Pamplona Capital Management New York $361M AUM 5.25% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group's SWIM Position: Q2 2026 in Review

Wellington Management Group increased its Latham Group (SWIM) stake by 24% in Q2 2026, buying an estimated $12.4M and bringing the position to 11,364,049 shares worth $73.5M. The position accounts for 0.01% of the portfolio, ranked #628.

Wellington Management Group first reported a position in SWIM in Q1 2025 and has held it in 5 quarters since. 135 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Wellington Management Group held 11,364,049 shares of Latham Group worth $73.5M as of Q2 2026.
  • Wellington Management Group bought 2,201,843 Latham Group shares in Q2 2026, an estimated $12.4M.
  • Latham Group made up 0.01% of Wellington Management Group's portfolio in Q2 2026, its #628 holding.
  • Wellington Management Group first reported a position in Latham Group in Q1 2025 and has held it in 5 quarters since.
  • 135 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.