Beacon Pointe Advisors’s Amrize Ltd AMRZ Stock Holding History

Beacon Pointe Advisors’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	$875K	Sell	16,423 -4,455	-21%	-$241K	﹤0.01%	1095
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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beacon Pointe Advisors's AMRZ Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Amrize Ltd (AMRZ) stake by 21% in Q2 2026, selling an estimated $241K and leaving 16,423 shares worth $875K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Beacon Pointe Advisors first reported a position in AMRZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.17M in Q1 2026. 465 funds tracked by Wall St. Rank hold AMRZ as of Q2 2026.

Beacon Pointe Advisors held 16,423 shares of Amrize Ltd worth $875K as of Q2 2026.
Beacon Pointe Advisors sold 4,455 Amrize Ltd shares in Q2 2026, an estimated $241K.
Amrize Ltd made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1095 holding.
Beacon Pointe Advisors first reported a position in Amrize Ltd in Q4 2025 and has held it in 3 quarters since.
Beacon Pointe Advisors's Amrize Ltd position peaked at $1.17M in Q1 2026.
465 funds tracked by Wall St. Rank held Amrize Ltd as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.