XML Financial’s Amrize Ltd AMRZ Stock Holding History

XML Financial’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	$709K	Buy	13,309 +3,420	+35%	+$185K	0.05%	239
2026 Q1	$554K	Buy	+9,889	New	+$567K	0.04%	249

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

XML Financial's AMRZ Position: Q2 2026 in Review

XML Financial increased its Amrize Ltd (AMRZ) stake by 35% in Q2 2026, buying an estimated $185K and bringing the position to 13,309 shares worth $709K. The position accounts for 0.05% of the portfolio, ranked #239.

XML Financial first reported a position in AMRZ in Q1 2026 and has held it in 2 quarters since. 463 funds tracked by Wall St. Rank hold AMRZ as of Q2 2026.

XML Financial held 13,309 shares of Amrize Ltd worth $709K as of Q2 2026.
XML Financial bought 3,420 Amrize Ltd shares in Q2 2026, an estimated $185K.
Amrize Ltd made up 0.05% of XML Financial's portfolio in Q2 2026, its #239 holding.
XML Financial first reported a position in Amrize Ltd in Q1 2026 and has held it in 2 quarters since.
463 funds tracked by Wall St. Rank held Amrize Ltd as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.