PW
AZIO

Potentia Wealth’s Azio AI Holdings AZIO Stock Holding History

Potentia Wealth’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
Q2 		– Sell
-1,614
Closed -$4.08K – 82
2025
Q1 		$4.08K Hold
1,614
– – ﹤0.01% 90
2024
Q4 		$19.5K Buy
+1,614
New +$26.2K 0.01% 97

Other funds holding AZIO

YAG
Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 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 $7.72B AUM 32.88% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Potentia Wealth's AZIO Position: Q2 2025 in Review

Potentia Wealth sold out of Azio AI Holdings (AZIO) in Q2 2025, closing a stake of 1,614 shares — an estimated $4.08K sold.

Potentia Wealth first reported a position in AZIO in Q4 2024 and held it in 2 quarters. The position peaked at $19.5K in Q4 2024. 24 funds tracked by Wall St. Rank hold AZIO as of Q2 2025.

  • Potentia Wealth reported no remaining Azio AI Holdings position as of Q2 2025 after selling out during the quarter.
  • Potentia Wealth sold 1,614 Azio AI Holdings shares in Q2 2025, an estimated $4.08K.
  • Potentia Wealth first reported a position in Azio AI Holdings in Q4 2024 and held it in 2 quarters.
  • Potentia Wealth's Azio AI Holdings position peaked at $19.5K in Q4 2024.
  • 24 funds tracked by Wall St. Rank held Azio AI Holdings as of Q2 2025.

Based on Potentia Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.