GSC
AZIO

Ground Swell Capital’s Azio AI Holdings AZIO Stock Holding History

Ground Swell 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
Q1 		– Sell
-1,803
Closed -$21.8K – 185
2024
Q4 		$21.8K Buy
+1,803
New +$29.3K 0.03% 119

Other funds holding AZIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
PW
Potentia Wealth San Jose, California $259M AUM 19.98% 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

Ground Swell Capital's AZIO Position: Q1 2025 in Review

Ground Swell Capital sold out of Azio AI Holdings (AZIO) in Q1 2025, closing a stake of 1,803 shares — an estimated $21.8K sold.

Ground Swell Capital first reported a position in AZIO in Q4 2024 and held it in 1 quarter. The position peaked at $21.8K in Q4 2024. 22 funds tracked by Wall St. Rank hold AZIO as of Q1 2025.

  • Ground Swell Capital reported no remaining Azio AI Holdings position as of Q1 2025 after selling out during the quarter.
  • Ground Swell Capital sold 1,803 Azio AI Holdings shares in Q1 2025, an estimated $21.8K.
  • Ground Swell Capital first reported a position in Azio AI Holdings in Q4 2024 and held it in 1 quarter.
  • Ground Swell Capital's Azio AI Holdings position peaked at $21.8K in Q4 2024.
  • 22 funds tracked by Wall St. Rank held Azio AI Holdings as of Q1 2025.

Based on Ground Swell Capital's 13F filing for Q1 2025, filed 13 May 2025.