LCM
SWZ

Landscape Capital Management’s Swiss Helvetia Fund SWZ Stock Holding History

Landscape Capital 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 		$581K Buy
97,847
+61,938
+172% +$371K 0.04% 475
2026
Q1 		$213K Buy
+35,909
New +$218K 0.01% 629
2024
Q3 		– Sell
-23,298
Closed -$188K – 892
2024
Q2 		$188K Buy
23,298
+7,957
+52% +$62.7K 0.02% 611
2024
Q1 		$122K Buy
15,341
+1,546
+11% +$12.3K 0.01% 653
2023
Q4 		$113K Buy
+13,795
New +$105K 0.01% 760
2020
Q1 		– Sell
-37,594
Closed -$316K – 830
2019
Q4 		$316K Sell
37,594
-15,686
-29% -$128K 0.02% 519
2019
Q3 		$428K Sell
53,280
-29,275
-35% -$233K 0.03% 441
2019
Q2 		$652K Buy
82,555
+11,967
+17% +$91.5K 0.05% 358
2019
Q1 		$538K Buy
70,588
+42,752
+154% +$318K 0.05% 392
2018
Q4 		$192K Buy
+27,836
New +$210K 0.02% 772
2017
Q2 		– Sell
-41,609
Closed -$425K – 475
2017
Q1 		$425K Hold
41,609
– – 0.04% 337
2016
Q4 		$425K Buy
+41,609
New +$427K 0.06% 345
2016
Q3 		– Sell
-58,886
Closed -$609K – 579
2016
Q2 		$609K Sell
58,886
-5,745
-9% -$59.2K 0.08% 267
2016
Q1 		$658K Buy
64,631
+36,312
+128% +$360K 0.08% 344
2015
Q4 		$299K Buy
28,319
+1,637
+6% +$17.8K 0.04% 693
2015
Q3 		$290K Sell
26,682
-3,251
-11% -$37K 0.04% 465
2015
Q2 		$350K Buy
29,933
+13,256
+79% +$161K 0.06% 474
2015
Q1 		$192K Buy
16,677
+1,384
+9% +$15.7K 0.05% 445
2014
Q4 		$170K Buy
+15,293
New +$198K 0.08% 444
2014
Q3 		– Sell
-10,442
Closed -$152K – 427
2014
Q2 		$152K Buy
+10,442
New +$150K 0.1% 270

Other funds holding SWZ

CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Landscape Capital Management's SWZ Position: Q2 2026 in Review

Landscape Capital Management increased its Swiss Helvetia Fund (SWZ) stake by 172% in Q2 2026, buying an estimated $371K and bringing the position to 97,847 shares worth $581K. The position accounts for 0.04% of the portfolio, ranked #475.

Landscape Capital Management first reported a position in SWZ in Q2 2014 and has held it in 20 quarters since. The position peaked at $658K in Q1 2016. 41 funds tracked by Wall St. Rank hold SWZ as of Q2 2026.

  • Landscape Capital Management held 97,847 shares of Swiss Helvetia Fund worth $581K as of Q2 2026.
  • Landscape Capital Management bought 61,938 Swiss Helvetia Fund shares in Q2 2026, an estimated $371K.
  • Swiss Helvetia Fund made up 0.04% of Landscape Capital Management's portfolio in Q2 2026, its #475 holding.
  • Landscape Capital Management first reported a position in Swiss Helvetia Fund in Q2 2014 and has held it in 20 quarters since.
  • Landscape Capital Management's Swiss Helvetia Fund position peaked at $658K in Q1 2016.
  • 41 funds tracked by Wall St. Rank held Swiss Helvetia Fund as of Q2 2026.

Based on Landscape Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.