CSC
AZIO

Caldwell Sutter Capital’s Azio AI Holdings AZIO Stock Holding History

Caldwell Sutter Capital’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
2025
Q3 		– Sell
-1,305
Closed -$2.34K – 876
2025
Q2 		$2.34K Hold
1,305
– – ﹤0.01% 704
2025
Q1 		$3.3K Hold
1,305
– – ﹤0.01% 677
2024
Q4 		$15.8K Hold
1,305
– – 0.01% 507
2024
Q3 		$23.5K Hold
1,305
– – 0.01% 460
2024
Q2 		$24.9K Hold
1,305
– – 0.01% 452
2024
Q1 		$35.2K Hold
1,305
– – 0.02% 393
2023
Q4 		$17.7K Hold
1,305
– – 0.01% 481
2023
Q3 		$20.6K Hold
1,305
– – 0.01% 437
2023
Q2 		$27.4K Buy
+1,305
New +$31.2K 0.01% 398

Other funds holding AZIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HF
HRT Financial New York $26B AUM 58.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $3.03B AUM 104.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return