Principia Wealth Advisory
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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
Q3 		$1.76K Buy
47
+9
+24% +$411 ﹤0.01% 633
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
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Principia Wealth Advisory's AMRZ Position: Q3 2026 in Review

Principia Wealth Advisory increased its Amrize Ltd (AMRZ) stake by 24% in Q3 2026, buying an estimated $411 and bringing the position to 47 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Principia Wealth Advisory first reported a position in AMRZ in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.58K in Q1 2026. 340 funds tracked by Wall St. Rank hold AMRZ as of Q3 2026.

  • Principia Wealth Advisory held 47 shares of Amrize Ltd worth $1.76K as of Q3 2026.
  • Principia Wealth Advisory bought 9 Amrize Ltd shares in Q3 2026, an estimated $411.
  • Amrize Ltd made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q3 2026, its #633 holding.
  • Principia Wealth Advisory first reported a position in Amrize Ltd in Q2 2025 and has held it in 6 quarters since.
  • Principia Wealth Advisory's Amrize Ltd position peaked at $2.58K in Q1 2026.
  • 340 funds tracked by Wall St. Rank held Amrize Ltd as of Q3 2026.

Based on Principia Wealth Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.