

# SWZ — Swiss Helvetia Fund Inc.

Held by 1 investor · USD 580,000 total · 2026 Q2 · reported price USD 5.94 (split-adjusted).
Page: https://gigainvestors.com/s/SWZ

## Holders (2026 Q2)

| Investor | Value | % of their portfolio | This quarter |
|---|---:|---:|---|
| Thomas Russo (https://gigainvestors.com/GR) | USD 580,000 | <0.1% | hold |

## Total held by quarter

- 2010 Q2: USD 213,000 · 1 holder · USD 10.65
- 2010 Q3: USD 251,000 · 1 holder · USD 12.55
- 2010 Q4: USD 271,000 · 1 holder · USD 13.55
- 2011 Q1: USD 276,000 · 1 holder · USD 13.80
- 2011 Q2: USD 337,050 · 1 holder · USD 14.98
- 2011 Q3: USD 252,000 · 1 holder · USD 11.20
- 2011 Q4: USD 249,000 · 1 holder · USD 9.96
- 2012 Q1: USD 336,000 · 1 holder · USD 11.20
- 2012 Q2: USD 405,200 · 1 holder · USD 10.13
- 2012 Q3: USD 539,000 · 1 holder · USD 10.78
- 2012 Q4: USD 565,000 · 1 holder · USD 11.30
- 2013 Q1: USD 626,077 · 1 holder · USD 12.27
- 2013 Q2: USD 629,138 · 1 holder · USD 12.33
- 2013 Q3: USD 726,086 · 1 holder · USD 14.23
- 2013 Q4: USD 782,109 · 1 holder · USD 13.96
- 2014 Q1: USD 971,268 · 1 holder · USD 14.38
- 2014 Q2: USD 1,035,883 · 1 holder · USD 14.57
- 2014 Q3: USD 961,942 · 1 holder · USD 13.53
- 2014 Q4: USD 792,021 · 1 holder · USD 11.14
- 2015 Q1: USD 0 · 0 holders
- 2015 Q2: USD 0 · 0 holders
- 2015 Q3: USD 0 · 0 holders
- 2015 Q4: USD 0 · 0 holders
- 2016 Q1: USD 0 · 0 holders
- 2016 Q2: USD 0 · 0 holders
- 2016 Q3: USD 0 · 0 holders
- 2016 Q4: USD 0 · 0 holders
- 2017 Q1: USD 0 · 0 holders
- 2017 Q2: USD 0 · 0 holders
- 2017 Q3: USD 0 · 0 holders
- 2017 Q4: USD 0 · 0 holders
- 2018 Q1: USD 0 · 0 holders
- 2018 Q2: USD 0 · 0 holders
- 2018 Q3: USD 0 · 0 holders
- 2018 Q4: USD 0 · 0 holders
- 2019 Q1: USD 0 · 0 holders
- 2019 Q2: USD 0 · 0 holders
- 2019 Q3: USD 0 · 0 holders
- 2019 Q4: USD 0 · 0 holders
- 2020 Q1: USD 0 · 0 holders
- 2020 Q2: USD 0 · 0 holders
- 2020 Q3: USD 1,801,405 · 1 holder · USD 8.28
- 2020 Q4: USD 1,975,096 · 1 holder · USD 8.94
- 2021 Q1: USD 1,972,001 · 1 holder · USD 8.79
- 2021 Q2: USD 2,213,497 · 1 holder · USD 9.73
- 2021 Q3: USD 2,119,735 · 1 holder · USD 9.18
- 2021 Q4: USD 2,333,902 · 1 holder · USD 9.94
- 2022 Q1: USD 2,204,327 · 1 holder · USD 9.22
- 2022 Q2: USD 1,919,050 · 1 holder · USD 7.86
- 2022 Q3: USD 1,698,430 · 1 holder · USD 6.79
- 2022 Q4: USD 1,921,344 · 1 holder · USD 7.56
- 2023 Q1: USD 2,047,201 · 1 holder · USD 7.93
- 2023 Q2: USD 2,154,010 · 1 holder · USD 8.22
- 2023 Q3: USD 2,034,173 · 1 holder · USD 7.64
- 2023 Q4: USD 2,218,133 · 1 holder · USD 8.20
- 2024 Q1: USD 2,180,338 · 1 holder · USD 7.93
- 2024 Q2: USD 2,254,500 · 1 holder · USD 8.07
- 2024 Q3: USD 2,535,983 · 1 holder · USD 8.95
- 2024 Q4: USD 2,163,119 · 1 holder · USD 7.49
- 2025 Q1: USD 2,705,176 · 1 holder · USD 9.22
- 2025 Q2: USD 2,753,063 · 1 holder · USD 6.34
- 2025 Q3: USD 2,640,161 · 1 holder · USD 6.08
- 2025 Q4: USD 909,886 · 1 holder · USD 6.22
- 2026 Q1: USD 579,165 · 1 holder · USD 5.93
- 2026 Q2: USD 580,000 · 1 holder · USD 5.94