Principia Wealth Advisory’s Amrize Ltd AMRZ Stock Holding History

Principia Wealth Advisory’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	$2.02K	Sell	38 -8	-17%	-$433	﹤0.01%	584
2026 Q1	$2.58K	Buy	46 +4	+10%	+$229	﹤0.01%	444
2025 Q4	$2.27K	Sell	42 -10	-19%	-$510	﹤0.01%	426
2025 Q3	$2.52K	Buy	52 +44	+550%	+$2.24K	﹤0.01%	389
2025 Q2	$396	Buy	+8	New	+$404	﹤0.01%	786

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

Principia Wealth Advisory's AMRZ Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Amrize Ltd (AMRZ) stake by 17% in Q2 2026, selling an estimated $433 and leaving 38 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Principia Wealth Advisory first reported a position in AMRZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.58K in Q1 2026. 464 funds tracked by Wall St. Rank hold AMRZ as of Q2 2026.

Principia Wealth Advisory held 38 shares of Amrize Ltd worth $2.02K as of Q2 2026.
Principia Wealth Advisory sold 8 Amrize Ltd shares in Q2 2026, an estimated $433.
Amrize Ltd made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #584 holding.
Principia Wealth Advisory first reported a position in Amrize Ltd in Q2 2025 and has held it in 5 quarters since.
Principia Wealth Advisory's Amrize Ltd position peaked at $2.58K in Q1 2026.
464 funds tracked by Wall St. Rank held Amrize Ltd as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.