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Avion Wealth’s Applied Optoelectronics AAOI Stock Holding History

Avion Wealth’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
Q3 		$7K Buy
76
+52
+217% +$5.84K ﹤0.01% 660
2026
Q2 		$3K Sell
24
-6
-20% -$975 ﹤0.01% 898
2026
Q1 		$2K Sell
30
-1
-3% -$64 ﹤0.01% 831
2025
Q4 		$1K Buy
+31
New +$926 ﹤0.01% 953

Other funds holding AAOI

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
SCH
Shengqi Capital (HK) Hong Kong $355M AUM 223.01% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
FRIHG
Fund Resources Investment Holding Group Hong Kong $359M AUM 43.4% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return

Avion Wealth's AAOI Position: Q3 2026 in Review

Avion Wealth increased its Applied Optoelectronics (AAOI) stake by 217% in Q3 2026, buying an estimated $5.84K and bringing the position to 76 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Avion Wealth first reported a position in AAOI in Q4 2025 and has held it in 4 quarters since. 241 funds tracked by Wall St. Rank hold AAOI as of Q3 2026.

  • Avion Wealth held 76 shares of Applied Optoelectronics worth $7K as of Q3 2026.
  • Avion Wealth bought 52 Applied Optoelectronics shares in Q3 2026, an estimated $5.84K.
  • Applied Optoelectronics made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #660 holding.
  • Avion Wealth first reported a position in Applied Optoelectronics in Q4 2025 and has held it in 4 quarters since.
  • 241 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.