MSWA
AMRZ

Marshall & Sterling Wealth Advisors’s Amrize Ltd AMRZ Stock Holding History

Marshall & Sterling Wealth 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 		$213 Hold
4
– – ﹤0.01% 331
2026
Q1 		$224 Hold
4
– – ﹤0.01% 332
2025
Q4 		$216 Hold
4
– – ﹤0.01% 330
2025
Q3 		$194 Buy
+4
New +$204 ﹤0.01% 638

Other funds holding AMRZ

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return
B
Bellecapital Zurich, Switzerland $625M AUM 39.69% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's AMRZ Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Amrize Ltd (AMRZ) position steady in Q2 2026 at 4 shares worth $213. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Marshall & Sterling Wealth Advisors first reported a position in AMRZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $224 in Q1 2026. 63 funds tracked by Wall St. Rank hold AMRZ as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 4 shares of Amrize Ltd worth $213 as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Amrize Ltd share count unchanged in Q2 2026.
  • Amrize Ltd made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #331 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Amrize Ltd in Q3 2025 and has held it in 4 quarters since.
  • Marshall & Sterling Wealth Advisors's Amrize Ltd position peaked at $224 in Q1 2026.
  • 63 funds tracked by Wall St. Rank held Amrize Ltd as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.