BAM
SWZ

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
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

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MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.64B AUM
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return

Belpointe Asset Management's SWZ Position: Q2 2026 in Review

Belpointe Asset Management held its Swiss Helvetia Fund (SWZ) position steady in Q2 2026 at 14,458 shares worth $85.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

Belpointe Asset Management first reported a position in SWZ in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold SWZ as of Q2 2026.

  • Belpointe Asset Management held 14,458 shares of Swiss Helvetia Fund worth $85.9K as of Q2 2026.
  • Belpointe Asset Management left its Swiss Helvetia Fund share count unchanged in Q2 2026.
  • Swiss Helvetia Fund made up ﹤0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #1105 holding.
  • Belpointe Asset Management first reported a position in Swiss Helvetia Fund in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Swiss Helvetia Fund as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.