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
Q2 		$10.7K Hold
200
– – 0.01% 347
2026
Q1 		$10.7K Buy
+200
New +$11.5K 0.01% 336

Other funds holding AMRZ

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mark Sheptoff Financial Planning's AMRZ Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Amrize Ltd (AMRZ) position steady in Q2 2026 at 200 shares worth $10.7K. The position accounts for 0.01% of the portfolio, ranked #347.

Mark Sheptoff Financial Planning first reported a position in AMRZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $10.7K in Q1 2026. 463 funds tracked by Wall St. Rank hold AMRZ as of Q2 2026.

  • Mark Sheptoff Financial Planning held 200 shares of Amrize Ltd worth $10.7K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Amrize Ltd share count unchanged in Q2 2026.
  • Amrize Ltd made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #347 holding.
  • Mark Sheptoff Financial Planning first reported a position in Amrize Ltd in Q1 2026 and has held it in 2 quarters since.
  • Mark Sheptoff Financial Planning's Amrize Ltd position peaked at $10.7K in Q1 2026.
  • 463 funds tracked by Wall St. Rank held Amrize Ltd as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.