YIH
SWIM icon

Y-Intercept (HK)’s Latham Group SWIM Stock Holding History

Y-Intercept (HK)’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 		$160K Sell
24,705
-15,719
-39% -$88.3K ﹤0.01% 1586
2026
Q1 		$217K Sell
40,424
-753
-2% -$4.8K ﹤0.01% 1432
2025
Q4 		$261K Buy
+41,177
New +$288K 0.01% 1390
2025
Q3 		– Sell
-48,345
Closed -$308K – 2029
2025
Q2 		$308K Buy
48,345
+23,452
+94% +$136K 0.01% 1352
2025
Q1 		$160K Buy
24,893
+7,888
+46% +$53.1K 0.01% 1082
2024
Q4 		$118K Buy
+17,005
New +$114K 0.01% 1093
2023
Q3 		– Sell
-27,847
Closed -$103K – 1573
2023
Q2 		$103K Buy
+27,847
New +$85.1K 0.01% 1090
2022
Q3 		– Sell
-10,358
Closed -$72K – 1258
2022
Q2 		$72K Buy
+10,358
New +$110K 0.01% 735

Other funds holding SWIM

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AAS
AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Y-Intercept (HK)'s SWIM Position: Q2 2026 in Review

Y-Intercept (HK) reduced its Latham Group (SWIM) stake by 39% in Q2 2026, selling an estimated $88.3K and leaving 24,705 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #1586.

Y-Intercept (HK) first reported a position in SWIM in Q2 2022 and has held it in 8 quarters since. The position peaked at $308K in Q2 2025. 7 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Y-Intercept (HK) held 24,705 shares of Latham Group worth $160K as of Q2 2026.
  • Y-Intercept (HK) sold 15,719 Latham Group shares in Q2 2026, an estimated $88.3K.
  • Latham Group made up ﹤0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1586 holding.
  • Y-Intercept (HK) first reported a position in Latham Group in Q2 2022 and has held it in 8 quarters since.
  • Y-Intercept (HK)'s Latham Group position peaked at $308K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.