Creative Planning’s Amrize Ltd AMRZ Stock Holding History

Creative Planning’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	$4.89M	Buy	+91,827	New	+$4.97M	﹤0.01%	1424
2026 Q1	–	Sell	-80,962	Closed	-$4.38M	–	4220
2025 Q4	$4.38M	Sell	80,962 -89,916	-53%	-$4.59M	﹤0.01%	1099
2025 Q3	$8.29M	Buy	+170,878	New	+$8.71M	0.01%	641

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

Creative Planning's AMRZ Position: Q2 2026 in Review

Creative Planning opened a new position in Amrize Ltd (AMRZ) in Q2 2026: 91,827 shares worth $4.89M. The stake represents ﹤0.01% of the portfolio and ranks #1424 among its holdings. This is a return to the name: Creative Planning previously reported a position in AMRZ as recently as Q4 2025.

Creative Planning first reported a position in AMRZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.29M in Q3 2025. 464 funds tracked by Wall St. Rank hold AMRZ as of Q2 2026.

Creative Planning held 91,827 shares of Amrize Ltd worth $4.89M as of Q2 2026.
Amrize Ltd was a new Creative Planning position in Q2 2026.
Amrize Ltd made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1424 holding.
Creative Planning first reported a position in Amrize Ltd in Q3 2025 and has held it in 3 quarters since.
Creative Planning's Amrize Ltd position peaked at $8.29M in Q3 2025.
464 funds tracked by Wall St. Rank held Amrize Ltd as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.