HF Advisory Group’s Amrize Ltd AMRZ Stock Holding History

HF Advisory Group’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 Q3	$1.05M	Buy	27,958 +6,633	+31%	+$303K	0.31%	93
2026 Q2	$1.14M	Buy	21,325 +16,287	+323%	+$882K	0.35%	94
2026 Q1	$282K	Buy	+5,038	New	+$289K	0.1%	146

Other funds holding AMRZ

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

IIM

Ipswich Investment Management Beverly, Massachusetts $468M AUM 31.71% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

HF Advisory Group's AMRZ Position: Q3 2026 in Review

HF Advisory Group increased its Amrize Ltd (AMRZ) stake by 31% in Q3 2026, buying an estimated $303K and bringing the position to 27,958 shares worth $1.05M. The position accounts for 0.31% of the portfolio, ranked #93.

HF Advisory Group first reported a position in AMRZ in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.14M in Q2 2026. 39 funds tracked by Wall St. Rank hold AMRZ as of Q3 2026.

HF Advisory Group held 27,958 shares of Amrize Ltd worth $1.05M as of Q3 2026.
HF Advisory Group bought 6,633 Amrize Ltd shares in Q3 2026, an estimated $303K.
Amrize Ltd made up 0.31% of HF Advisory Group's portfolio in Q3 2026, its #93 holding.
HF Advisory Group first reported a position in Amrize Ltd in Q1 2026 and has held it in 3 quarters since.
HF Advisory Group's Amrize Ltd position peaked at $1.14M in Q2 2026.
39 funds tracked by Wall St. Rank held Amrize Ltd as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.