BHWM
AMRZ

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
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

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bar Harbor Wealth Management's AMRZ Position: Q2 2026 in Review

Bar Harbor Wealth Management increased its Amrize Ltd (AMRZ) stake by 35% in Q2 2026, buying an estimated $2.04M and bringing the position to 143,906 shares worth $7.67M. The position accounts for 0.41% of the portfolio, ranked #60.

Bar Harbor Wealth Management 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.

  • Bar Harbor Wealth Management held 143,906 shares of Amrize Ltd worth $7.67M as of Q2 2026.
  • Bar Harbor Wealth Management bought 37,694 Amrize Ltd shares in Q2 2026, an estimated $2.04M.
  • Amrize Ltd made up 0.41% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Bar Harbor Wealth Management 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 Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.