Beacon Pointe Advisors’s Amrize Ltd AMRZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.17M Buy
20,878
+3,584
+21% +$206K 0.01% 930
2025
Q4
$935K Buy
+17,294
New +$882K 0.01% 857

Other funds holding AMRZ

Beacon Pointe Advisors's AMRZ Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Amrize Ltd (AMRZ) stake by 21% in Q1 2026, buying an estimated $206K and bringing the position to 20,878 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #930.

Beacon Pointe Advisors first reported a position in AMRZ in Q4 2025 and has held it in 2 quarters since. 447 funds tracked by Wall St. Rank hold AMRZ as of Q1 2026.

  • Beacon Pointe Advisors held 20,878 shares of Amrize Ltd worth $1.17M as of Q1 2026.
  • Beacon Pointe Advisors bought 3,584 Amrize Ltd shares in Q1 2026, an estimated $206K.
  • Amrize Ltd made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #930 holding.
  • Beacon Pointe Advisors first reported a position in Amrize Ltd in Q4 2025 and has held it in 2 quarters since.
  • 447 funds tracked by Wall St. Rank held Amrize Ltd as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.