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Steward Partners Investment Advisory’s Amrize Ltd AMRZ Stock Holding History

Steward Partners Investment Advisory’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 		$4.11M Sell
77,081
-260
-0.3% -$14.1K 0.02% 634
2026
Q1 		$4.33M Buy
+77,341
New +$4.43M 0.02% 560
2025
Q4 		– Sell
-29
Closed -$1.41K – 4504
2025
Q3 		$1.41K Buy
+29
New +$1.48K ﹤0.01% 3996

Other funds holding AMRZ

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steward Partners Investment Advisory's AMRZ Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Amrize Ltd (AMRZ) stake by 0.34% in Q2 2026, selling an estimated $14.1K and leaving 77,081 shares worth $4.11M. The position accounts for 0.02% of the portfolio, ranked #634.

Steward Partners Investment Advisory first reported a position in AMRZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.33M in Q1 2026. 465 funds tracked by Wall St. Rank hold AMRZ as of Q2 2026.

  • Steward Partners Investment Advisory held 77,081 shares of Amrize Ltd worth $4.11M as of Q2 2026.
  • Steward Partners Investment Advisory sold 260 Amrize Ltd shares in Q2 2026, an estimated $14.1K.
  • Amrize Ltd made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #634 holding.
  • Steward Partners Investment Advisory first reported a position in Amrize Ltd in Q3 2025 and has held it in 3 quarters since.
  • Steward Partners Investment Advisory's Amrize Ltd position peaked at $4.33M in Q1 2026.
  • 465 funds tracked by Wall St. Rank held Amrize Ltd as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.