Adalta Capital Management
AMRZ icon

Adalta Capital Management’s Amrize Ltd AMRZ Stock Holding History

Adalta Capital Management’s Portfolio AMRZ Stock Details AMRZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$346K Sell
9,255
-3,125
-25% -$143K 0.15% 73
2026
Q2 		$660K Sell
12,380
-200
-2% -$10.8K 0.29% 56
2026
Q1 		$703K Buy
12,580
+1,680
+15% +$96.3K 0.34% 52
2025
Q4 		$589K Buy
+10,900
New +$556K 0.26% 53

Other funds holding AMRZ

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Adalta Capital Management's AMRZ Position: Q3 2026 in Review

Adalta Capital Management reduced its Amrize Ltd (AMRZ) stake by 25% in Q3 2026, selling an estimated $143K and leaving 9,255 shares worth $346K. The position accounts for 0.15% of the portfolio, ranked #73.

Adalta Capital Management first reported a position in AMRZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $703K in Q1 2026. 340 funds tracked by Wall St. Rank hold AMRZ as of Q3 2026.

  • Adalta Capital Management held 9,255 shares of Amrize Ltd worth $346K as of Q3 2026.
  • Adalta Capital Management sold 3,125 Amrize Ltd shares in Q3 2026, an estimated $143K.
  • Amrize Ltd made up 0.15% of Adalta Capital Management's portfolio in Q3 2026, its #73 holding.
  • Adalta Capital Management first reported a position in Amrize Ltd in Q4 2025 and has held it in 4 quarters since.
  • Adalta Capital Management's Amrize Ltd position peaked at $703K in Q1 2026.
  • 340 funds tracked by Wall St. Rank held Amrize Ltd as of Q3 2026.

Based on Adalta Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.