SHP Wealth Management’s Amrize Ltd AMRZ Stock Holding History

SHP Wealth Management’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 Q1	$5.6K	Hold	100	–	–	﹤0.01%	1041
2025 Q4	$5.41K	Buy	+100	New	+$5.1K	﹤0.01%	969

Other funds holding AMRZ

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

SHP Wealth Management's AMRZ Position: Q1 2026 in Review

SHP Wealth Management held its Amrize Ltd (AMRZ) position steady in Q1 2026 at 100 shares worth $5.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

SHP Wealth Management first reported a position in AMRZ in Q4 2025 and has held it in 2 quarters since. 447 funds tracked by Wall St. Rank hold AMRZ as of Q1 2026.

SHP Wealth Management held 100 shares of Amrize Ltd worth $5.6K as of Q1 2026.
SHP Wealth Management left its Amrize Ltd share count unchanged in Q1 2026.
Amrize Ltd made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1041 holding.
SHP Wealth Management first reported a position in Amrize Ltd in Q4 2025 and has held it in 2 quarters since.
447 funds tracked by Wall St. Rank held Amrize Ltd as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.