Phillips Wealth Planners’s Amrize Ltd AMRZ Stock Holding History

Phillips Wealth Planners’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	$273K	Buy	+5,366	New	+$291K	0.2%	165

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

Phillips Wealth Planners's AMRZ Position: Q2 2026 in Review

Phillips Wealth Planners opened a new position in Amrize Ltd (AMRZ) in Q2 2026: 5,366 shares worth $273K. The stake represents 0.2% of the portfolio and ranks #165 among its holdings.

463 funds tracked by Wall St. Rank hold AMRZ as of Q2 2026.

Phillips Wealth Planners held 5,366 shares of Amrize Ltd worth $273K as of Q2 2026.
Amrize Ltd was a new Phillips Wealth Planners position in Q2 2026.
Amrize Ltd made up 0.2% of Phillips Wealth Planners's portfolio in Q2 2026, its #165 holding.
463 funds tracked by Wall St. Rank held Amrize Ltd as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.