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ACT Capital Management’s Applied Optoelectronics AAOI Stock Holding History

ACT Capital Management’s Portfolio AAOI Stock Details AAOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$889K Sell
6,000
-19,900
-77% -$3.23M 0.58% 28
2026
Q1 		$2.19M Buy
+25,900
New +$1.65M 1.72% 15

Other funds holding AAOI

EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
FSLI
Funde Sino Life Insurance Shenzhen, China $307M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
GTAM
Global Trust Asset Management West Palm Beach, Florida $320M AUM 83.68% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

ACT Capital Management's AAOI Position: Q2 2026 in Review

ACT Capital Management reduced its Applied Optoelectronics (AAOI) stake by 77% in Q2 2026, selling an estimated $3.23M and leaving 6,000 shares worth $889K. The position accounts for 0.58% of the portfolio, ranked #28.

ACT Capital Management first reported a position in AAOI in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.19M in Q1 2026. 163 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

  • ACT Capital Management held 6,000 shares of Applied Optoelectronics worth $889K as of Q2 2026.
  • ACT Capital Management sold 19,900 Applied Optoelectronics shares in Q2 2026, an estimated $3.23M.
  • Applied Optoelectronics made up 0.58% of ACT Capital Management's portfolio in Q2 2026, its #28 holding.
  • ACT Capital Management first reported a position in Applied Optoelectronics in Q1 2026 and has held it in 2 quarters since.
  • ACT Capital Management's Applied Optoelectronics position peaked at $2.19M in Q1 2026.
  • 163 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on ACT Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.