Bar Harbor Wealth Management
AMRZ icon

Bar Harbor Wealth Management’s Amrize Ltd AMRZ Stock Holding History

Bar Harbor Wealth 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 		$431K Sell
11,525
-132,381
-92% -$6.04M 0.02% 195
2026
Q2 		$7.67M Buy
143,906
+37,694
+35% +$2.04M 0.41% 60
2026
Q1 		$5.95M Buy
106,212
+17,528
+20% +$1.01M 0.35% 73
2025
Q4 		$4.8M Buy
88,684
+3,771
+4% +$192K 0.28% 83
2025
Q3 		$4.12M Buy
+84,913
New +$4.33M 0.25% 90

Other funds holding AMRZ

Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 1-Year Est. Return
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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.3B AUM 33.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Bar Harbor Wealth Management's AMRZ Position: Q3 2026 in Review

Bar Harbor Wealth Management reduced its Amrize Ltd (AMRZ) stake by 92% in Q3 2026, selling an estimated $6.04M and leaving 11,525 shares worth $431K. The position accounts for 0.02% of the portfolio, ranked #195.

Bar Harbor Wealth Management first reported a position in AMRZ in Q3 2025 and has held it in 5 quarters since. The position peaked at $7.67M in Q2 2026. 215 funds tracked by Wall St. Rank hold AMRZ as of Q3 2026.

  • Bar Harbor Wealth Management held 11,525 shares of Amrize Ltd worth $431K as of Q3 2026.
  • Bar Harbor Wealth Management sold 132,381 Amrize Ltd shares in Q3 2026, an estimated $6.04M.
  • Amrize Ltd made up 0.02% of Bar Harbor Wealth Management's portfolio in Q3 2026, its #195 holding.
  • Bar Harbor Wealth Management first reported a position in Amrize Ltd in Q3 2025 and has held it in 5 quarters since.
  • Bar Harbor Wealth Management's Amrize Ltd position peaked at $7.67M in Q2 2026.
  • 215 funds tracked by Wall St. Rank held Amrize Ltd as of Q3 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.