LFA
AMRZ

Legacy Financial Advisors’s Amrize Ltd AMRZ Stock Holding History

Legacy Financial 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 		$533K Sell
9,994
-134
-1% -$7.26K 0.06% 238
2026
Q1 		$567K Sell
10,128
-1,452
-13% -$83.3K 0.08% 209
2025
Q4 		$626K Buy
+11,580
New +$591K 0.09% 193

Other funds holding AMRZ

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
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
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
DK
DJE Kapital 82049 Pullach, Germany $5.31B AUM 55.53% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Legacy Financial Advisors's AMRZ Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Amrize Ltd (AMRZ) stake by 1.3% in Q2 2026, selling an estimated $7.26K and leaving 9,994 shares worth $533K. The position accounts for 0.06% of the portfolio, ranked #238.

Legacy Financial Advisors first reported a position in AMRZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $626K in Q4 2025. 164 funds tracked by Wall St. Rank hold AMRZ as of Q2 2026.

  • Legacy Financial Advisors held 9,994 shares of Amrize Ltd worth $533K as of Q2 2026.
  • Legacy Financial Advisors sold 134 Amrize Ltd shares in Q2 2026, an estimated $7.26K.
  • Amrize Ltd made up 0.06% of Legacy Financial Advisors's portfolio in Q2 2026, its #238 holding.
  • Legacy Financial Advisors first reported a position in Amrize Ltd in Q4 2025 and has held it in 3 quarters since.
  • Legacy Financial Advisors's Amrize Ltd position peaked at $626K in Q4 2025.
  • 164 funds tracked by Wall St. Rank held Amrize Ltd as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.