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
2026
Q2 		$2.22K Buy
+1,305
New +$2.42K ﹤0.01% 788
2025
Q3 		– Sell
-1,305
Closed -$2.34K – 874
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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Caldwell Sutter Capital's AZIO Position: Q2 2026 in Review

Caldwell Sutter Capital opened a new position in Azio AI Holdings (AZIO) in Q2 2026: 1,305 shares worth $2.22K. The stake represents ﹤0.01% of the portfolio and ranks #788 among its holdings. This is a return to the name: Caldwell Sutter Capital previously reported a position in AZIO as recently as Q2 2025.

Caldwell Sutter Capital first reported a position in AZIO in Q2 2023 and has held it in 10 quarters since. The position peaked at $35.2K in Q1 2024. 22 funds tracked by Wall St. Rank hold AZIO as of Q2 2026.

  • Caldwell Sutter Capital held 1,305 shares of Azio AI Holdings worth $2.22K as of Q2 2026.
  • Azio AI Holdings was a new Caldwell Sutter Capital position in Q2 2026.
  • Azio AI Holdings made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #788 holding.
  • Caldwell Sutter Capital first reported a position in Azio AI Holdings in Q2 2023 and has held it in 10 quarters since.
  • Caldwell Sutter Capital's Azio AI Holdings position peaked at $35.2K in Q1 2024.
  • 22 funds tracked by Wall St. Rank held Azio AI Holdings as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.