DIA
AMRZ

Dana Investment Advisors’s Amrize Ltd AMRZ Stock Holding History

Dana Investment 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
Q2 		$293K Buy
5,505
+936
+20% +$50.7K 0.01% 536
2026
Q1 		$256K Buy
4,569
+189
+4% +$10.8K 0.01% 527
2025
Q4 		$237K Hold
4,380
– – 0.01% 533
2025
Q3 		$210K Buy
+4,380
New +$223K 0.01% 545

Other funds holding AMRZ

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dana Investment Advisors's AMRZ Position: Q2 2026 in Review

Dana Investment Advisors increased its Amrize Ltd (AMRZ) stake by 20% in Q2 2026, buying an estimated $50.7K and bringing the position to 5,505 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #536.

Dana Investment Advisors first reported a position in AMRZ in Q3 2025 and has held it in 4 quarters since. 463 funds tracked by Wall St. Rank hold AMRZ as of Q2 2026.

  • Dana Investment Advisors held 5,505 shares of Amrize Ltd worth $293K as of Q2 2026.
  • Dana Investment Advisors bought 936 Amrize Ltd shares in Q2 2026, an estimated $50.7K.
  • Amrize Ltd made up 0.01% of Dana Investment Advisors's portfolio in Q2 2026, its #536 holding.
  • Dana Investment Advisors first reported a position in Amrize Ltd in Q3 2025 and has held it in 4 quarters since.
  • 463 funds tracked by Wall St. Rank held Amrize Ltd as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.