Carnegie Lake Advisors
AMRZ icon

Carnegie Lake Advisors’s Amrize Ltd AMRZ Stock Holding History

Carnegie Lake 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
Q3 		$883K Sell
23,625
-775
-3% -$35.4K 0.32% 77
2026
Q2 		$1.3M Buy
24,400
+7,225
+42% +$391K 0.48% 48
2026
Q1 		$962K Buy
+17,175
New +$985K 0.38% 69

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

Carnegie Lake Advisors's AMRZ Position: Q3 2026 in Review

Carnegie Lake Advisors reduced its Amrize Ltd (AMRZ) stake by 3.2% in Q3 2026, selling an estimated $35.4K and leaving 23,625 shares worth $883K. The position accounts for 0.32% of the portfolio, ranked #77.

Carnegie Lake Advisors first reported a position in AMRZ in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.3M in Q2 2026. 216 funds tracked by Wall St. Rank hold AMRZ as of Q3 2026.

  • Carnegie Lake Advisors held 23,625 shares of Amrize Ltd worth $883K as of Q3 2026.
  • Carnegie Lake Advisors sold 775 Amrize Ltd shares in Q3 2026, an estimated $35.4K.
  • Amrize Ltd made up 0.32% of Carnegie Lake Advisors's portfolio in Q3 2026, its #77 holding.
  • Carnegie Lake Advisors first reported a position in Amrize Ltd in Q1 2026 and has held it in 3 quarters since.
  • Carnegie Lake Advisors's Amrize Ltd position peaked at $1.3M in Q2 2026.
  • 216 funds tracked by Wall St. Rank held Amrize Ltd as of Q3 2026.

Based on Carnegie Lake Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.