Root Financial Partners’s Amrize Ltd AMRZ Stock Holding History

Root Financial Partners’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	–	Sell	-17	Closed	-$952	–	3432
2026 Q1	$952	Buy	17 +8	+89%	+$459	﹤0.01%	2632
2025 Q4	$487	Buy	+9	New	+$459	﹤0.01%	2211

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

Root Financial Partners's AMRZ Position: Q2 2026 in Review

Root Financial Partners sold out of Amrize Ltd (AMRZ) in Q2 2026, closing a stake of 17 shares — an estimated $952 sold.

Root Financial Partners first reported a position in AMRZ in Q4 2025 and held it in 2 quarters. The position peaked at $952 in Q1 2026. 463 funds tracked by Wall St. Rank hold AMRZ as of Q2 2026.

Root Financial Partners reported no remaining Amrize Ltd position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 17 Amrize Ltd shares in Q2 2026, an estimated $952.
Root Financial Partners first reported a position in Amrize Ltd in Q4 2025 and held it in 2 quarters.
Root Financial Partners's Amrize Ltd position peaked at $952 in Q1 2026.
463 funds tracked by Wall St. Rank held Amrize Ltd as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.