Oak Family Advisors’s Amrize Ltd AMRZ Stock Holding History

Oak Family 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	$7.94M	Buy	148,957 +32,115	+27%	+$1.74M	2.03%	14
2026 Q1	$6.55M	Sell	116,842 -3,664	-3%	-$210K	1.84%	21
2025 Q4	$6.52M	Sell	120,506 -3,166	-3%	-$162K	1.79%	18
2025 Q3	$6M	Buy	+123,672	New	+$6.31M	1.5%	19

Other funds holding AMRZ

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Oak Family Advisors's AMRZ Position: Q2 2026 in Review

Oak Family Advisors increased its Amrize Ltd (AMRZ) stake by 27% in Q2 2026, buying an estimated $1.74M and bringing the position to 148,957 shares worth $7.94M. The position accounts for 2.03% of the portfolio, ranked #14.

Oak Family Advisors first reported a position in AMRZ in Q3 2025 and has held it in 4 quarters since. 463 funds tracked by Wall St. Rank hold AMRZ as of Q2 2026.

Oak Family Advisors held 148,957 shares of Amrize Ltd worth $7.94M as of Q2 2026.
Oak Family Advisors bought 32,115 Amrize Ltd shares in Q2 2026, an estimated $1.74M.
Amrize Ltd made up 2.03% of Oak Family Advisors's portfolio in Q2 2026, its #14 holding.
Oak Family Advisors first reported a position in Amrize Ltd in Q3 2025 and has held it in 4 quarters since.
463 funds tracked by Wall St. Rank held Amrize Ltd as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.