AssetMark Inc
AMRZ icon

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
Q3 		$17.6M Buy
471,186
+190,767
+68% +$8.7M 0.03% 420
2026
Q2 		$14.9M Buy
280,419
+29,532
+12% +$1.6M 0.03% 454
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

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Wilson Asset Management
Wilson Asset Management Sydney, Australia $350M AUM 3.6% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Drummond Knight Asset Management
Drummond Knight Asset Management Crows Nest, NSW, Australia $541M AUM 57.88% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

AssetMark Inc's AMRZ Position: Q3 2026 in Review

AssetMark Inc increased its Amrize Ltd (AMRZ) stake by 68% in Q3 2026, buying an estimated $8.7M and bringing the position to 471,186 shares worth $17.6M. The position accounts for 0.03% of the portfolio, ranked #420.

AssetMark Inc first reported a position in AMRZ in Q3 2025 and has held it in 5 quarters since. 101 funds tracked by Wall St. Rank hold AMRZ as of Q3 2026.

  • AssetMark Inc held 471,186 shares of Amrize Ltd worth $17.6M as of Q3 2026.
  • AssetMark Inc bought 190,767 Amrize Ltd shares in Q3 2026, an estimated $8.7M.
  • Amrize Ltd made up 0.03% of AssetMark Inc's portfolio in Q3 2026, its #420 holding.
  • AssetMark Inc first reported a position in Amrize Ltd in Q3 2025 and has held it in 5 quarters since.
  • 101 funds tracked by Wall St. Rank held Amrize Ltd as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.