Perpetual Ltd’s Amrize Ltd AMRZ Stock Holding History

Perpetual Ltd’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	–	Sell	-7,462	Closed	-$398K	–	438
2026 Q2	$398K	Hold	7,462	–	–	0.01%	367
2026 Q1	$418K	Sell	7,462 -506	-6%	-$29K	0.01%	343
2025 Q4	$431K	Buy	+7,968	New	+$407K	0.01%	325

Other funds holding AMRZ

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wilson Asset Management Sydney, Australia $350M AUM 3.6% 1-Year Est. Return

Drummond Knight Asset Management Crows Nest, NSW, Australia $541M AUM 57.88% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Perpetual Ltd's AMRZ Position: Q3 2026 in Review

Perpetual Ltd sold out of Amrize Ltd (AMRZ) in Q3 2026, closing a stake of 7,462 shares — an estimated $398K sold.

Perpetual Ltd first reported a position in AMRZ in Q4 2025 and held it in 3 quarters. The position peaked at $431K in Q4 2025. 85 funds tracked by Wall St. Rank hold AMRZ as of Q3 2026.

Perpetual Ltd reported no remaining Amrize Ltd position as of Q3 2026 after selling out during the quarter.
Perpetual Ltd sold 7,462 Amrize Ltd shares in Q3 2026, an estimated $398K.
Perpetual Ltd first reported a position in Amrize Ltd in Q4 2025 and held it in 3 quarters.
Perpetual Ltd's Amrize Ltd position peaked at $431K in Q4 2025.
85 funds tracked by Wall St. Rank held Amrize Ltd as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.