EWA
AMRZ

EverSource Wealth Advisors’s Amrize Ltd AMRZ Stock Holding History

EverSource Wealth 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 		$3.15K Sell
59
-54
-48% -$2.92K ﹤0.01% 3509
2026
Q1 		$6.33K Buy
113
+84
+290% +$4.82K ﹤0.01% 3156
2025
Q4 		$1.57K Sell
29
-3
-9% -$153 ﹤0.01% 3583
2025
Q3 		$1.55K Buy
+32
New +$1.63K ﹤0.01% 3601

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

EverSource Wealth Advisors's AMRZ Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Amrize Ltd (AMRZ) stake by 48% in Q2 2026, selling an estimated $2.92K and leaving 59 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #3509.

EverSource Wealth Advisors first reported a position in AMRZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.33K in Q1 2026. 108 funds tracked by Wall St. Rank hold AMRZ as of Q2 2026.

  • EverSource Wealth Advisors held 59 shares of Amrize Ltd worth $3.15K as of Q2 2026.
  • EverSource Wealth Advisors sold 54 Amrize Ltd shares in Q2 2026, an estimated $2.92K.
  • Amrize Ltd made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3509 holding.
  • EverSource Wealth Advisors first reported a position in Amrize Ltd in Q3 2025 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's Amrize Ltd position peaked at $6.33K in Q1 2026.
  • 108 funds tracked by Wall St. Rank held Amrize Ltd as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.