Circle Wealth Management’s Amrize Ltd AMRZ Stock Holding History

Circle 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	–	Sell	-5,500	Closed	-$308K	–	287
2026 Q1	$308K	Buy	+5,500	New	+$315K	﹤0.01%	230

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

Circle Wealth Management's AMRZ Position: Q2 2026 in Review

Circle Wealth Management sold out of Amrize Ltd (AMRZ) in Q2 2026, closing a stake of 5,500 shares — an estimated $308K sold.

Circle Wealth Management first reported a position in AMRZ in Q1 2026 and held it in 1 quarter. The position peaked at $308K in Q1 2026. 464 funds tracked by Wall St. Rank hold AMRZ as of Q2 2026.

Circle Wealth Management reported no remaining Amrize Ltd position as of Q2 2026 after selling out during the quarter.
Circle Wealth Management sold 5,500 Amrize Ltd shares in Q2 2026, an estimated $308K.
Circle Wealth Management first reported a position in Amrize Ltd in Q1 2026 and held it in 1 quarter.
Circle Wealth Management's Amrize Ltd position peaked at $308K in Q1 2026.
464 funds tracked by Wall St. Rank held Amrize Ltd as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.