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Allied Investment Advisors, LLC → AMRZ
Allied Investment Advisors, LLC AMRZ Position History
Amrize Ltd
Quarters held
5
Latest value
$9.9M
Q3 2026
Peak value
$12.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.5M |
| Q4 2025 | $11.2M |
| Q1 2026 | $12.3M |
| Q2 2026 | $12.8M |
| Q3 2026 | $9.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.9M | 264.8K | — | — |
| Q2 2026 | $12.8M | 240.4K | — | — |
| Q1 2026 | $12.3M | 220.3K | — | — |
| Q4 2025 | $11.2M | 207.6K | — | — |
| Q3 2025 | $9.5M | 196.1K | — | — |
Other funds holding AMRZ
$1.2B
$733.1M
$622.1M
$611.6M
$597.5M
Other Allied Investment Advisors, LLC positions
VGES
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VGES
$80.4MVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
VGES
$65.3MVANGUARD INTERMEDIATE-TERM BOND ETF
SCHW-PJ
$59.3MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$55.7MSCHWAB US DIVIDEND EQUITY ETF
VLO
$54.1MVANGUARD HEALTH CARE ETF
SCHW-PJ
$50.1MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$48.9MSCHWAB US DIVIDEND EQUITY ETF