UFA
AMRZ

Unify Financial Advisors’s Amrize Ltd AMRZ Stock Holding History

Unify Financial Advisors’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 		$445K Buy
8,347
+820
+11% +$44.4K 0.41% 59
2026
Q1 		$422K Sell
7,527
-141
-2% -$8.09K 0.44% 64
2025
Q4 		$415K Buy
+7,668
New +$391K 0.43% 63

Other funds holding AMRZ

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return

Unify Financial Advisors's AMRZ Position: Q2 2026 in Review

Unify Financial Advisors increased its Amrize Ltd (AMRZ) stake by 11% in Q2 2026, buying an estimated $44.4K and bringing the position to 8,347 shares worth $445K. The position accounts for 0.41% of the portfolio, ranked #59.

Unify Financial Advisors first reported a position in AMRZ in Q4 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold AMRZ as of Q2 2026.

  • Unify Financial Advisors held 8,347 shares of Amrize Ltd worth $445K as of Q2 2026.
  • Unify Financial Advisors bought 820 Amrize Ltd shares in Q2 2026, an estimated $44.4K.
  • Amrize Ltd made up 0.41% of Unify Financial Advisors's portfolio in Q2 2026, its #59 holding.
  • Unify Financial Advisors first reported a position in Amrize Ltd in Q4 2025 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held Amrize Ltd as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.