Balance Wealth
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Balance Wealth’s Applied Optoelectronics AAOI Stock Holding History

Balance 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 		$5.34K Buy
+54
New +$6.06K ﹤0.01% 637

Other funds holding AAOI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Quadrature Capital
Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Balance Wealth's AAOI Position: Q3 2026 in Review

Balance Wealth opened a new position in Applied Optoelectronics (AAOI) in Q3 2026: 54 shares worth $5.34K. The stake represents ﹤0.01% of the portfolio and ranks #637 among its holdings.

360 funds tracked by Wall St. Rank hold AAOI as of Q3 2026.

  • Balance Wealth held 54 shares of Applied Optoelectronics worth $5.34K as of Q3 2026.
  • Applied Optoelectronics was a new Balance Wealth position in Q3 2026.
  • Applied Optoelectronics made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #637 holding.
  • 360 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.