Mercer Global Advisors
SWZ

Mercer Global Advisors’s Swiss Helvetia Fund SWZ Stock Holding History

Mercer Global Advisors’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 		$9.59K Buy
+1,615
New +$9.67K ﹤0.01% 5147

Other funds holding SWZ

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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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 21.8% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Mercer Global Advisors's SWZ Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in Swiss Helvetia Fund (SWZ) in Q2 2026: 1,615 shares worth $9.59K. The stake represents ﹤0.01% of the portfolio and ranks #5147 among its holdings.

28 funds tracked by Wall St. Rank hold SWZ as of Q2 2026.

  • Mercer Global Advisors held 1,615 shares of Swiss Helvetia Fund worth $9.59K as of Q2 2026.
  • Swiss Helvetia Fund was a new Mercer Global Advisors position in Q2 2026.
  • Swiss Helvetia Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #5147 holding.
  • 28 funds tracked by Wall St. Rank held Swiss Helvetia Fund as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.