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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Creative Planning's AMRZ Position: Q1 2026 in Review

Creative Planning sold out of Amrize Ltd (AMRZ) in Q1 2026, closing a stake of 80,962 shares — an estimated $4.38M sold.

Creative Planning first reported a position in AMRZ in Q3 2025 and held it in 2 quarters. The position peaked at $8.29M in Q3 2025. 447 funds tracked by Wall St. Rank hold AMRZ as of Q1 2026.

Creative Planning reported no remaining Amrize Ltd position as of Q1 2026 after selling out during the quarter.
Creative Planning sold 80,962 Amrize Ltd shares in Q1 2026, an estimated $4.38M.
Creative Planning first reported a position in Amrize Ltd in Q3 2025 and held it in 2 quarters.
Creative Planning's Amrize Ltd position peaked at $8.29M in Q3 2025.
447 funds tracked by Wall St. Rank held Amrize Ltd as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.