Rockefeller Capital Management
AZIO

Rockefeller Capital Management’s Azio AI Holdings AZIO Stock Holding History

Rockefeller Capital Management’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
-20,000
Closed -$7.18K – 4754
2025
Q4 		$7.18K Buy
+20,000
New +$23.7K ﹤0.01% 3941

Other funds holding AZIO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B 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 $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Rockefeller Capital Management's AZIO Position: Q1 2026 in Review

Rockefeller Capital Management sold out of Azio AI Holdings (AZIO) in Q1 2026, closing a stake of 20,000 shares — an estimated $7.18K sold.

Rockefeller Capital Management first reported a position in AZIO in Q4 2025 and held it in 1 quarter. The position peaked at $7.18K in Q4 2025. 15 funds tracked by Wall St. Rank hold AZIO as of Q1 2026.

  • Rockefeller Capital Management reported no remaining Azio AI Holdings position as of Q1 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 20,000 Azio AI Holdings shares in Q1 2026, an estimated $7.18K.
  • Rockefeller Capital Management first reported a position in Azio AI Holdings in Q4 2025 and held it in 1 quarter.
  • Rockefeller Capital Management's Azio AI Holdings position peaked at $7.18K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Azio AI Holdings as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.