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Private Wealth Management Group’s Amrize Ltd AMRZ Stock Holding History

Private Wealth Management Group’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
-125
Closed -$6.66K – 1581
2026
Q2 		$6.66K Buy
125
+8
+7% +$433 ﹤0.01% 724
2026
Q1 		$6.56K Buy
+117
New +$6.71K ﹤0.01% 670

Other funds holding AMRZ

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wilson Asset Management
Wilson Asset Management Sydney, Australia $350M AUM 3.6% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Drummond Knight Asset Management
Drummond Knight Asset Management Crows Nest, NSW, Australia $541M AUM 57.88% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Private Wealth Management Group's AMRZ Position: Q3 2026 in Review

Private Wealth Management Group sold out of Amrize Ltd (AMRZ) in Q3 2026, closing a stake of 125 shares — an estimated $6.66K sold.

Private Wealth Management Group first reported a position in AMRZ in Q1 2026 and held it in 2 quarters. The position peaked at $6.66K in Q2 2026. 101 funds tracked by Wall St. Rank hold AMRZ as of Q3 2026.

  • Private Wealth Management Group reported no remaining Amrize Ltd position as of Q3 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 125 Amrize Ltd shares in Q3 2026, an estimated $6.66K.
  • Private Wealth Management Group first reported a position in Amrize Ltd in Q1 2026 and held it in 2 quarters.
  • Private Wealth Management Group's Amrize Ltd position peaked at $6.66K in Q2 2026.
  • 101 funds tracked by Wall St. Rank held Amrize Ltd as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.