AssetMark Inc
AMRZ

AssetMark Inc’s Amrize Ltd AMRZ Stock Holding History

AssetMark Inc’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
Q2 		$14.9M Buy
280,419
+29,532
+12% +$1.6M 0.03% 453
2026
Q1 		$14.1M Buy
250,887
+249,543
+18,567% +$14.3M 0.03% 419
2025
Q4 		$72.7K Buy
1,344
+969
+258% +$49.4K ﹤0.01% 1592
2025
Q3 		$18.2K Buy
+375
New +$19.1K ﹤0.01% 1949

Other funds holding AMRZ

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

AssetMark Inc's AMRZ Position: Q2 2026 in Review

AssetMark Inc increased its Amrize Ltd (AMRZ) stake by 12% in Q2 2026, buying an estimated $1.6M and bringing the position to 280,419 shares worth $14.9M. The position accounts for 0.03% of the portfolio, ranked #453.

AssetMark Inc first reported a position in AMRZ in Q3 2025 and has held it in 4 quarters since. 136 funds tracked by Wall St. Rank hold AMRZ as of Q2 2026.

  • AssetMark Inc held 280,419 shares of Amrize Ltd worth $14.9M as of Q2 2026.
  • AssetMark Inc bought 29,532 Amrize Ltd shares in Q2 2026, an estimated $1.6M.
  • Amrize Ltd made up 0.03% of AssetMark Inc's portfolio in Q2 2026, its #453 holding.
  • AssetMark Inc first reported a position in Amrize Ltd in Q3 2025 and has held it in 4 quarters since.
  • 136 funds tracked by Wall St. Rank held Amrize Ltd as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.