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Blue Bell Private Wealth Management’s Applied Optoelectronics AAOI Stock Holding History

Blue Bell Private Wealth 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
Q1 		$29.5K Sell
349
-51
-13% -$3.25K ﹤0.01% 468
2025
Q4 		$13.9K Sell
400
-295
-42% -$8.81K ﹤0.01% 522
2025
Q3 		$18K Hold
695
– – ﹤0.01% 492
2025
Q2 		$17.9K Buy
695
+80
+13% +$1.29K ﹤0.01% 482
2025
Q1 		$9.44K Buy
+615
New +$15.5K ﹤0.01% 521

Other funds holding AAOI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OAM
Oberweis Asset Management Lisle, Illinois $3.39B AUM 105.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Blue Bell Private Wealth Management's AAOI Position: Q1 2026 in Review

Blue Bell Private Wealth Management reduced its Applied Optoelectronics (AAOI) stake by 13% in Q1 2026, selling an estimated $3.25K and leaving 349 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Blue Bell Private Wealth Management first reported a position in AAOI in Q1 2025 and has held it in 5 quarters since. 375 funds tracked by Wall St. Rank hold AAOI as of Q1 2026.

  • Blue Bell Private Wealth Management held 349 shares of Applied Optoelectronics worth $29.5K as of Q1 2026.
  • Blue Bell Private Wealth Management sold 51 Applied Optoelectronics shares in Q1 2026, an estimated $3.25K.
  • Applied Optoelectronics made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #468 holding.
  • Blue Bell Private Wealth Management first reported a position in Applied Optoelectronics in Q1 2025 and has held it in 5 quarters since.
  • 375 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.