SGI
AZIO

Swan Global Investments’s Azio AI Holdings AZIO Stock Holding History

Swan Global Investments’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
Q3 		– Sell
-5,000
Closed -$9K – 75
2025
Q2 		$9K Hold
5,000
– – ﹤0.01% 78
2025
Q1 		$12.5K Buy
+5,000
New +$25.7K ﹤0.01% 67

Other funds holding AZIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 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 $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Swan Global Investments's AZIO Position: Q3 2025 in Review

Swan Global Investments sold out of Azio AI Holdings (AZIO) in Q3 2025, closing a stake of 5,000 shares — an estimated $9K sold.

Swan Global Investments first reported a position in AZIO in Q1 2025 and held it in 2 quarters. The position peaked at $12.5K in Q1 2025. 13 funds tracked by Wall St. Rank hold AZIO as of Q3 2025.

  • Swan Global Investments reported no remaining Azio AI Holdings position as of Q3 2025 after selling out during the quarter.
  • Swan Global Investments sold 5,000 Azio AI Holdings shares in Q3 2025, an estimated $9K.
  • Swan Global Investments first reported a position in Azio AI Holdings in Q1 2025 and held it in 2 quarters.
  • Swan Global Investments's Azio AI Holdings position peaked at $12.5K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held Azio AI Holdings as of Q3 2025.

Based on Swan Global Investments's 13F filing for Q3 2025, filed 7 Nov 2025.