Valley National Advisers’s Amrize Ltd AMRZ Stock Holding History

Valley National Advisers’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	$27K	Hold	506	–	–	﹤0.01%	480
2026 Q1	$28K	Sell	506 -505	-50%	-$29K	﹤0.01%	461
2025 Q4	$54K	Hold	1,011	–	–	0.01%	393
2025 Q3	$49K	Hold	1,011	–	–	0.01%	384
2025 Q2	$50K	Buy	+1,011	New	+$51K	0.01%	379

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

Valley National Advisers's AMRZ Position: Q2 2026 in Review

Valley National Advisers held its Amrize Ltd (AMRZ) position steady in Q2 2026 at 506 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Valley National Advisers first reported a position in AMRZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $54K in Q4 2025. 463 funds tracked by Wall St. Rank hold AMRZ as of Q2 2026.

Valley National Advisers held 506 shares of Amrize Ltd worth $27K as of Q2 2026.
Valley National Advisers left its Amrize Ltd share count unchanged in Q2 2026.
Amrize Ltd made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #480 holding.
Valley National Advisers first reported a position in Amrize Ltd in Q2 2025 and has held it in 5 quarters since.
Valley National Advisers's Amrize Ltd position peaked at $54K in Q4 2025.
463 funds tracked by Wall St. Rank held Amrize Ltd as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.