ProVise Management Group’s Amrize Ltd AMRZ Stock Holding History

ProVise 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 Q2	$7.87M	Buy	147,716 +118,292	+402%	+$6.41M	0.53%	51
2026 Q1	$1.65M	Buy	+29,424	New	+$1.69M	0.12%	116

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

ProVise Management Group's AMRZ Position: Q2 2026 in Review

ProVise Management Group increased its Amrize Ltd (AMRZ) stake by 402% in Q2 2026, buying an estimated $6.41M and bringing the position to 147,716 shares worth $7.87M. The position accounts for 0.53% of the portfolio, ranked #51.

ProVise Management Group first reported a position in AMRZ in Q1 2026 and has held it in 2 quarters since. 464 funds tracked by Wall St. Rank hold AMRZ as of Q2 2026.

ProVise Management Group held 147,716 shares of Amrize Ltd worth $7.87M as of Q2 2026.
ProVise Management Group bought 118,292 Amrize Ltd shares in Q2 2026, an estimated $6.41M.
Amrize Ltd made up 0.53% of ProVise Management Group's portfolio in Q2 2026, its #51 holding.
ProVise Management Group first reported a position in Amrize Ltd in Q1 2026 and has held it in 2 quarters since.
464 funds tracked by Wall St. Rank held Amrize Ltd as of Q2 2026.

Based on ProVise Management Group's 13F filing for Q2 2026, filed 3 Aug 2026.