FHA
AZIO

Flagship Harbor Advisors’s Azio AI Holdings AZIO Stock Holding History

Flagship Harbor Advisors’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
Q1 		– Sell
-3,883
Closed -$1.39K – 1159
2025
Q4 		$1.39K Buy
+3,883
New +$4.6K ﹤0.01% 1891
2025
Q3 		– Sell
-3,883
Closed -$6.95K – 814
2025
Q2 		$6.95K Hold
3,883
– – ﹤0.01% 771
2025
Q1 		$9.82K Hold
3,883
– – ﹤0.01% 745
2024
Q4 		$47K Hold
3,883
– – ﹤0.01% 732
2024
Q3 		$69.9K Hold
3,883
– – ﹤0.01% 717
2024
Q2 		$74.2K Hold
3,883
– – ﹤0.01% 684
2024
Q1 		$105K Buy
3,883
+441
+13% +$9.07K 0.01% 663
2023
Q4 		$46.8K Buy
+3,442
New +$48K ﹤0.01% 618

Other funds holding AZIO

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return