DADC
AMRZ

D.A. Davidson & Co’s Amrize Ltd AMRZ Stock Holding History

D.A. Davidson & Co’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 		$4.8M Buy
90,084
+403
+0.4% +$21.8K 0.03% 430
2026
Q1 		$5.02M Buy
89,681
+56,602
+171% +$3.25M 0.03% 395
2025
Q4 		$1.79M Buy
33,079
+913
+3% +$46.6K 0.01% 701
2025
Q3 		$1.56M Buy
+32,166
New +$1.64M 0.01% 731

Other funds holding AMRZ

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

D.A. Davidson & Co's AMRZ Position: Q2 2026 in Review

D.A. Davidson & Co increased its Amrize Ltd (AMRZ) stake by 0.45% in Q2 2026, buying an estimated $21.8K and bringing the position to 90,084 shares worth $4.8M. The position accounts for 0.03% of the portfolio, ranked #430.

D.A. Davidson & Co first reported a position in AMRZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.02M in Q1 2026. 87 funds tracked by Wall St. Rank hold AMRZ as of Q2 2026.

  • D.A. Davidson & Co held 90,084 shares of Amrize Ltd worth $4.8M as of Q2 2026.
  • D.A. Davidson & Co bought 403 Amrize Ltd shares in Q2 2026, an estimated $21.8K.
  • Amrize Ltd made up 0.03% of D.A. Davidson & Co's portfolio in Q2 2026, its #430 holding.
  • D.A. Davidson & Co first reported a position in Amrize Ltd in Q3 2025 and has held it in 4 quarters since.
  • D.A. Davidson & Co's Amrize Ltd position peaked at $5.02M in Q1 2026.
  • 87 funds tracked by Wall St. Rank held Amrize Ltd as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.