Root Financial Partners
AMRZ icon

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
Q3 		$6.73K Buy
+180
New +$8.21K ﹤0.01% 2104
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
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

Root Financial Partners's AMRZ Position: Q3 2026 in Review

Root Financial Partners opened a new position in Amrize Ltd (AMRZ) in Q3 2026: 180 shares worth $6.73K. The stake represents ﹤0.01% of the portfolio and ranks #2104 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AMRZ as recently as Q1 2026.

Root Financial Partners first reported a position in AMRZ in Q4 2025 and has held it in 3 quarters since. 340 funds tracked by Wall St. Rank hold AMRZ as of Q3 2026.

  • Root Financial Partners held 180 shares of Amrize Ltd worth $6.73K as of Q3 2026.
  • Amrize Ltd was a new Root Financial Partners position in Q3 2026.
  • Amrize Ltd made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2104 holding.
  • Root Financial Partners first reported a position in Amrize Ltd in Q4 2025 and has held it in 3 quarters since.
  • 340 funds tracked by Wall St. Rank held Amrize Ltd as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.