AP
AZIO

Atwood & Palmer’s Azio AI Holdings AZIO Stock Holding History

Atwood & Palmer’s Portfolio AZIO Stock Details AZIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$111 Hold
65
– – ﹤0.01% 485
2026
Q1 		$109 Hold
65
– – ﹤0.01% 521
2025
Q4 		$24 Hold
65
– – ﹤0.01% 481
2025
Q3 		$98 Hold
65
– – ﹤0.01% 478
2025
Q2 		$117 Hold
65
– – ﹤0.01% 505
2025
Q1 		$165 Hold
65
– – ﹤0.01% 429
2024
Q4 		$787 Hold
65
– – ﹤0.01% 444
2024
Q3 		$1.17K Hold
65
– – ﹤0.01% 423
2024
Q2 		$1.24K Hold
65
– – ﹤0.01% 411
2024
Q1 		$1.75K Hold
65
– – ﹤0.01% 375
2023
Q4 		$884 Hold
65
– – ﹤0.01% 379
2023
Q3 		$1.03K Hold
65
– – ﹤0.01% 380
2023
Q2 		$1.36K Hold
65
– – ﹤0.01% 378
2023
Q1 		$2.05K Hold
65
– – ﹤0.01% 346
2022
Q4 		$1.38K Hold
65
– – ﹤0.01% 371
2022
Q3 		$3K Buy
+65
New +$3.26K ﹤0.01% 346

Other funds holding AZIO

FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

Atwood & Palmer's AZIO Position: Q2 2026 in Review

Atwood & Palmer held its Azio AI Holdings (AZIO) position steady in Q2 2026 at 65 shares worth $111. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Atwood & Palmer first reported a position in AZIO in Q3 2022 and has held it in 16 quarters since. The position peaked at $3K in Q3 2022. 7 funds tracked by Wall St. Rank hold AZIO as of Q2 2026.

  • Atwood & Palmer held 65 shares of Azio AI Holdings worth $111 as of Q2 2026.
  • Atwood & Palmer left its Azio AI Holdings share count unchanged in Q2 2026.
  • Azio AI Holdings made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #485 holding.
  • Atwood & Palmer first reported a position in Azio AI Holdings in Q3 2022 and has held it in 16 quarters since.
  • Atwood & Palmer's Azio AI Holdings position peaked at $3K in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Azio AI Holdings as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.