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 Q2	$9.49K	Buy	178 +78	+78%	+$4.22K	﹤0.01%	996
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

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

SHP Wealth Management's AMRZ Position: Q2 2026 in Review

SHP Wealth Management increased its Amrize Ltd (AMRZ) stake by 78% in Q2 2026, buying an estimated $4.22K and bringing the position to 178 shares worth $9.49K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

SHP Wealth Management first reported a position in AMRZ in Q4 2025 and has held it in 3 quarters since. 465 funds tracked by Wall St. Rank hold AMRZ as of Q2 2026.

SHP Wealth Management held 178 shares of Amrize Ltd worth $9.49K as of Q2 2026.
SHP Wealth Management bought 78 Amrize Ltd shares in Q2 2026, an estimated $4.22K.
Amrize Ltd made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #996 holding.
SHP Wealth Management first reported a position in Amrize Ltd in Q4 2025 and has held it in 3 quarters since.
465 funds tracked by Wall St. Rank held Amrize Ltd as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.