MSFP
AMRZ

Mark Sheptoff Financial Planning’s Amrize Ltd AMRZ Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		$10.7K Buy
+200
New +$11.5K 0.01% 336

Other funds holding AMRZ

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Mark Sheptoff Financial Planning's AMRZ Position: Q1 2026 in Review

Mark Sheptoff Financial Planning opened a new position in Amrize Ltd (AMRZ) in Q1 2026: 200 shares worth $10.7K. The stake represents 0.01% of the portfolio and ranks #336 among its holdings.

447 funds tracked by Wall St. Rank hold AMRZ as of Q1 2026.

  • Mark Sheptoff Financial Planning held 200 shares of Amrize Ltd worth $10.7K as of Q1 2026.
  • Amrize Ltd was a new Mark Sheptoff Financial Planning position in Q1 2026.
  • Amrize Ltd made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #336 holding.
  • 447 funds tracked by Wall St. Rank held Amrize Ltd as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.