Meriwether Wealth & Planning
AMRZ icon

Meriwether Wealth & Planning’s Amrize Ltd AMRZ Stock Holding History

Meriwether Wealth & 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
Q3 		$405K Buy
10,821
+3,515
+48% +$160K 0.18% 77
2026
Q2 		$389K Sell
7,306
-736
-9% -$39.9K 0.19% 79
2026
Q1 		$451K Buy
+8,042
New +$461K 0.25% 66

Other funds holding AMRZ

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return
Cullen Investment Group
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ipswich Investment Management
Ipswich Investment Management Beverly, Massachusetts $468M AUM 31.71% 1-Year Est. Return

Meriwether Wealth & Planning's AMRZ Position: Q3 2026 in Review

Meriwether Wealth & Planning increased its Amrize Ltd (AMRZ) stake by 48% in Q3 2026, buying an estimated $160K and bringing the position to 10,821 shares worth $405K. The position accounts for 0.18% of the portfolio, ranked #77.

Meriwether Wealth & Planning first reported a position in AMRZ in Q1 2026 and has held it in 3 quarters since. The position peaked at $451K in Q1 2026. 50 funds tracked by Wall St. Rank hold AMRZ as of Q3 2026.

  • Meriwether Wealth & Planning held 10,821 shares of Amrize Ltd worth $405K as of Q3 2026.
  • Meriwether Wealth & Planning bought 3,515 Amrize Ltd shares in Q3 2026, an estimated $160K.
  • Amrize Ltd made up 0.18% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #77 holding.
  • Meriwether Wealth & Planning first reported a position in Amrize Ltd in Q1 2026 and has held it in 3 quarters since.
  • Meriwether Wealth & Planning's Amrize Ltd position peaked at $451K in Q1 2026.
  • 50 funds tracked by Wall St. Rank held Amrize Ltd as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.