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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
Q1 		$85.7K Buy
+14,458
New +$87.7K ﹤0.01% 1049

Other funds holding SWZ

CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

Belpointe Asset Management's SWZ Position: Q1 2026 in Review

Belpointe Asset Management opened a new position in Swiss Helvetia Fund (SWZ) in Q1 2026: 14,458 shares worth $85.7K. The stake represents ﹤0.01% of the portfolio and ranks #1049 among its holdings.

42 funds tracked by Wall St. Rank hold SWZ as of Q1 2026.

  • Belpointe Asset Management held 14,458 shares of Swiss Helvetia Fund worth $85.7K as of Q1 2026.
  • Swiss Helvetia Fund was a new Belpointe Asset Management position in Q1 2026.
  • Swiss Helvetia Fund made up ﹤0.01% of Belpointe Asset Management's portfolio in Q1 2026, its #1049 holding.
  • 42 funds tracked by Wall St. Rank held Swiss Helvetia Fund as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.