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Cape Investment Advisory’s Amrize Ltd AMRZ Stock Holding History

Cape Investment Advisory’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 		$50.2K Buy
+941
New +$51K 0.01% 499
2026
Q1 		– Sell
-1
Closed -$54 – 1302
2025
Q4 		$54 Buy
+1
New +$51 ﹤0.01% 1299

Other funds holding AMRZ

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cape Investment Advisory's AMRZ Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Amrize Ltd (AMRZ) in Q2 2026: 941 shares worth $50.2K. The stake represents 0.01% of the portfolio and ranks #499 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in AMRZ as recently as Q4 2025.

Cape Investment Advisory first reported a position in AMRZ in Q4 2025 and has held it in 2 quarters since. 465 funds tracked by Wall St. Rank hold AMRZ as of Q2 2026.

  • Cape Investment Advisory held 941 shares of Amrize Ltd worth $50.2K as of Q2 2026.
  • Amrize Ltd was a new Cape Investment Advisory position in Q2 2026.
  • Amrize Ltd made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #499 holding.
  • Cape Investment Advisory first reported a position in Amrize Ltd in Q4 2025 and has held it in 2 quarters since.
  • 465 funds tracked by Wall St. Rank held Amrize Ltd as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.