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James T. Borello RIA’s Amrize Ltd AMRZ Stock Holding History

James T. Borello RIA’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
Q3 		$1.68K Sell
45
-12
-21% -$547 ﹤0.01% 947
2026
Q2 		$3.04K Sell
57
-42
-42% -$2.27K ﹤0.01% 881
2026
Q1 		$5.55K Buy
99
+57
+136% +$3.27K ﹤0.01% 721
2025
Q4 		$2.27K Buy
+42
New +$2.14K ﹤0.01% 756

Other funds holding AMRZ

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Cullen Investment Group
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
IIM
Ipswich Investment Management Beverly, Massachusetts $468M AUM 31.71% 1-Year Est. Return
Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

James T. Borello RIA's AMRZ Position: Q3 2026 in Review

James T. Borello RIA reduced its Amrize Ltd (AMRZ) stake by 21% in Q3 2026, selling an estimated $547 and leaving 45 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

James T. Borello RIA first reported a position in AMRZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.55K in Q1 2026. 39 funds tracked by Wall St. Rank hold AMRZ as of Q3 2026.

  • James T. Borello RIA held 45 shares of Amrize Ltd worth $1.68K as of Q3 2026.
  • James T. Borello RIA sold 12 Amrize Ltd shares in Q3 2026, an estimated $547.
  • Amrize Ltd made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #947 holding.
  • James T. Borello RIA first reported a position in Amrize Ltd in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's Amrize Ltd position peaked at $5.55K in Q1 2026.
  • 39 funds tracked by Wall St. Rank held Amrize Ltd as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.