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as of 08-19-2026 3:47pm EST
Swiss Helvetia Fund Inc is a non-diversified, closed-end investment company. Its investment objective is to seek long-term capital appreciation through investment in equity and equity-linked securities of Swiss companies. It actively manages investment solutions spanning public and private markets, wealth management, and Solutions.
| Founded: | 1986 | Country: | United States |
| Employees: | N/A | City: | N/A |
| Market Cap: | 77.3M | IPO Year: | N/A |
| Target Price: | N/A | AVG Volume (30 days): | 23.7K |
| Analyst Decision: | N/A | Number of Analysts: | N/A |
| Dividend Yield: | Dividend Payout Frequency: | Quarterly | |
| EPS: | N/A | EPS Growth: | N/A |
| 52 Week Low/High: | $5.84 - $6.31 | Next Earning Date: | N/A |
| Revenue: | N/A | Revenue Growth: | N/A |
| Revenue Growth (this year): | N/A | Revenue Growth (next year): | N/A |
| P/E Ratio: | N/A | Index: | N/A |
| Free Cash Flow: | N/A | FCF Growth: | N/A |
Stock Insider Trading Activity of Swiss Helvetia Fund Inc. (The) (SWZ)
Director
Avg Cost/Share
$5.91
Shares
1,000
Total Value
$5,910.00
Owned After
25,246
SEC Form 4
Director
Avg Cost/Share
$5.86
Shares
2,000
Total Value
$11,720.00
Owned After
25,246
SEC Form 4
Director
Avg Cost/Share
$5.90
Shares
517
Total Value
$3,050.30
Owned After
25,246
SEC Form 4
Director
Avg Cost/Share
$5.90
Shares
483
Total Value
$2,849.70
Owned After
25,246
SEC Form 4
Director
Avg Cost/Share
$5.93
Shares
1,000
Total Value
$5,930.00
Owned After
25,246
SEC Form 4
Secretary
Avg Cost/Share
$5.95
Shares
5,980
Total Value
$35,581.00
Owned After
119,214
SEC Form 4
President and CEO
Avg Cost/Share
$5.92
Shares
5,000
Total Value
$29,601.43
Owned After
126,233
Director
Avg Cost/Share
$5.93
Shares
2,000
Total Value
$11,850.00
Owned After
25,246
SEC Form 4
Director
Avg Cost/Share
$5.89
Shares
2,091
Total Value
$12,305.54
Owned After
25,246
SEC Form 4
Director
Avg Cost/Share
$5.91
Shares
1,853
Total Value
$10,951.23
Owned After
25,246
SEC Form 4
| Insider | Ticker | Relationship | Date | Transaction | Avg Cost | Shares | Total Value | Owned After | SEC Forms |
|---|---|---|---|---|---|---|---|---|---|
| SELL MORITZ A | SWZ | Director | Aug 10, 2026 | Buy | $5.91 | 1,000 | $5,910.00 | 25,246 | |
| SELL MORITZ A | SWZ | Director | Jul 23, 2026 | Buy | $5.86 | 2,000 | $11,720.00 | 25,246 | |
| SELL MORITZ A | SWZ | Director | Jul 22, 2026 | Buy | $5.90 | 517 | $3,050.30 | 25,246 | |
| SELL MORITZ A | SWZ | Director | Jul 21, 2026 | Buy | $5.90 | 483 | $2,849.70 | 25,246 | |
| SELL MORITZ A | SWZ | Director | Jul 20, 2026 | Buy | $5.93 | 1,000 | $5,930.00 | 25,246 | |
| GOLDSTEIN PHILLIP | SWZ | Secretary | Jul 6, 2026 | Buy | $5.95 | 5,980 | $35,581.00 | 119,214 | |
| Dakos Andrew | SWZ | President and CEO | Jul 2, 2026 | Buy | $5.92 | 5,000 | $29,601.43 | 126,233 | |
| SELL MORITZ A | SWZ | Director | Jun 29, 2026 | Buy | $5.93 | 2,000 | $11,850.00 | 25,246 | |
| SELL MORITZ A | SWZ | Director | Jun 26, 2026 | Buy | $5.89 | 2,091 | $12,305.54 | 25,246 | |
| SELL MORITZ A | SWZ | Director | Jun 18, 2026 | Buy | $5.91 | 1,853 | $10,951.23 | 25,246 |
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Disclaimer
The information presented on this page, "SWZ Swiss Helvetia Fund Inc. (The) - Stocks Price | History | Analysis", including historical data, forecasts, news, insider information, and predictions, is provided for educational purposes only. It should not be considered as financial advice or a recommendation to buy or sell any securities. Decisions regarding investments should be made only after careful consideration and consultation with a qualified financial advisor. We do not endorse or guarantee the accuracy or reliability of the information provided, and we disclaim any liability for financial losses incurred as a result of decisions made based on the information presented.