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Allworth Financial’s Applied Optoelectronics AAOI Stock Holding History

Allworth Financial’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 		$88.3K Buy
596
+243
+69% +$39.5K ﹤0.01% 2035
2026
Q1 		$29.9K Sell
353
-416
-54% -$26.5K ﹤0.01% 2708
2025
Q4 		$26.8K Buy
769
+731
+1,924% +$21.8K ﹤0.01% 2611
2025
Q3 		$986 Buy
38
+3
+9% +$77 ﹤0.01% 4255
2025
Q2 		$900 Buy
+35
New +$566 ﹤0.01% 3986
2024
Q3 		– Sell
-23
Closed -$223 – 3746
2024
Q2 		$223 Buy
+23
New +$253 ﹤0.01% 3537

Other funds holding AAOI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OAM
Oberweis Asset Management Lisle, Illinois $4.84B AUM 160.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial's AAOI Position: Q2 2026 in Review

Allworth Financial increased its Applied Optoelectronics (AAOI) stake by 69% in Q2 2026, buying an estimated $39.5K and bringing the position to 596 shares worth $88.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2035.

Allworth Financial first reported a position in AAOI in Q2 2024 and has held it in 6 quarters since. 481 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

  • Allworth Financial held 596 shares of Applied Optoelectronics worth $88.3K as of Q2 2026.
  • Allworth Financial bought 243 Applied Optoelectronics shares in Q2 2026, an estimated $39.5K.
  • Applied Optoelectronics made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2035 holding.
  • Allworth Financial first reported a position in Applied Optoelectronics in Q2 2024 and has held it in 6 quarters since.
  • 481 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.