BHPW
SWZ

Beverly Hills Private Wealth’s Swiss Helvetia Fund SWZ Stock Holding History

Beverly Hills Private Wealth’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
2025
Q3 		– Sell
-19,248
Closed -$122K – 363
2025
Q2 		$122K Buy
+19,248
New +$130K 0.02% 335

Other funds holding SWZ

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Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Beverly Hills Private Wealth's SWZ Position: Q3 2025 in Review

Beverly Hills Private Wealth sold out of Swiss Helvetia Fund (SWZ) in Q3 2025, closing a stake of 19,248 shares — an estimated $122K sold.

Beverly Hills Private Wealth first reported a position in SWZ in Q2 2025 and held it in 1 quarter. The position peaked at $122K in Q2 2025. 42 funds tracked by Wall St. Rank hold SWZ as of Q3 2025.

  • Beverly Hills Private Wealth reported no remaining Swiss Helvetia Fund position as of Q3 2025 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 19,248 Swiss Helvetia Fund shares in Q3 2025, an estimated $122K.
  • Beverly Hills Private Wealth first reported a position in Swiss Helvetia Fund in Q2 2025 and held it in 1 quarter.
  • Beverly Hills Private Wealth's Swiss Helvetia Fund position peaked at $122K in Q2 2025.
  • 42 funds tracked by Wall St. Rank held Swiss Helvetia Fund as of Q3 2025.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2025, filed 10 Nov 2025.