Kestra Advisory Services’s Amrize Ltd AMRZ Stock Holding History

Kestra Advisory Services’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	$7.82M	Buy	+146,764	New	+$7.95M	0.03%	617
2026 Q1	–	Sell	-407	Closed	-$22K	–	4586
2025 Q4	$22K	Buy	+407	New	+$20.8K	﹤0.01%	4459

Other funds holding AMRZ

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kestra Advisory Services's AMRZ Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in Amrize Ltd (AMRZ) in Q2 2026: 146,764 shares worth $7.82M. The stake represents 0.03% of the portfolio and ranks #617 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in AMRZ as recently as Q4 2025.

Kestra Advisory Services first reported a position in AMRZ in Q4 2025 and has held it in 2 quarters since. 463 funds tracked by Wall St. Rank hold AMRZ as of Q2 2026.

Kestra Advisory Services held 146,764 shares of Amrize Ltd worth $7.82M as of Q2 2026.
Amrize Ltd was a new Kestra Advisory Services position in Q2 2026.
Amrize Ltd made up 0.03% of Kestra Advisory Services's portfolio in Q2 2026, its #617 holding.
Kestra Advisory Services first reported a position in Amrize Ltd in Q4 2025 and has held it in 2 quarters since.
463 funds tracked by Wall St. Rank held Amrize Ltd as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.