Belpointe Asset Management
SWZ icon

Belpointe Asset Management’s Swiss Helvetia Fund SWZ Stock Holding History

Belpointe Asset Management’s Portfolio SWZ Stock Details SWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$82.4K Hold
14,458
– – ﹤0.01% 1131
2026
Q2 		$85.9K Hold
14,458
– – ﹤0.01% 1105
2026
Q1 		$85.7K Buy
+14,458
New +$87.7K ﹤0.01% 1049

Other funds holding SWZ

Matisse Capital
Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Landscape Capital Management
Landscape Capital Management Englewood, New Jersey $1.34B AUM 18.69% 1-Year Est. Return
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Fortis Capital Advisors
Fortis Capital Advisors Prairie Village, Kansas $1.3B AUM 27.43% 1-Year Est. Return
McCarter Private Wealth Services
McCarter Private Wealth Services Boston, Massachusetts $295M AUM 25.21% 1-Year Est. Return

Belpointe Asset Management's SWZ Position: Q3 2026 in Review

Belpointe Asset Management held its Swiss Helvetia Fund (SWZ) position steady in Q3 2026 at 14,458 shares worth $82.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

Belpointe Asset Management first reported a position in SWZ in Q1 2026 and has held it in 3 quarters since. The position peaked at $85.9K in Q2 2026. 17 funds tracked by Wall St. Rank hold SWZ as of Q3 2026.

  • Belpointe Asset Management held 14,458 shares of Swiss Helvetia Fund worth $82.4K as of Q3 2026.
  • Belpointe Asset Management left its Swiss Helvetia Fund share count unchanged in Q3 2026.
  • Swiss Helvetia Fund made up ﹤0.01% of Belpointe Asset Management's portfolio in Q3 2026, its #1131 holding.
  • Belpointe Asset Management first reported a position in Swiss Helvetia Fund in Q1 2026 and has held it in 3 quarters since.
  • Belpointe Asset Management's Swiss Helvetia Fund position peaked at $85.9K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Swiss Helvetia Fund as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.