Kestra Advisory Services
AMRZ icon

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
Q3 		$6.18M Buy
165,401
+18,637
+13% +$850K 0.02% 793
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

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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
First Pacific Advisors
First Pacific Advisors El Segundo, California $8.39B AUM 15.4% 1-Year Est. Return

Kestra Advisory Services's AMRZ Position: Q3 2026 in Review

Kestra Advisory Services increased its Amrize Ltd (AMRZ) stake by 13% in Q3 2026, buying an estimated $850K and bringing the position to 165,401 shares worth $6.18M. The position accounts for 0.02% of the portfolio, ranked #793.

Kestra Advisory Services first reported a position in AMRZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.82M in Q2 2026. 273 funds tracked by Wall St. Rank hold AMRZ as of Q3 2026.

  • Kestra Advisory Services held 165,401 shares of Amrize Ltd worth $6.18M as of Q3 2026.
  • Kestra Advisory Services bought 18,637 Amrize Ltd shares in Q3 2026, an estimated $850K.
  • Amrize Ltd made up 0.02% of Kestra Advisory Services's portfolio in Q3 2026, its #793 holding.
  • Kestra Advisory Services first reported a position in Amrize Ltd in Q4 2025 and has held it in 3 quarters since.
  • Kestra Advisory Services's Amrize Ltd position peaked at $7.82M in Q2 2026.
  • 273 funds tracked by Wall St. Rank held Amrize Ltd as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.