Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Applied Optoelectronics AAOI Stock Holding History

Carson Wealth (CWM LLC)’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 		$184K Sell
2,174
-3
-0.1% -$191 ﹤0.01% 2803
2025
Q4 		$76K Buy
2,177
+29
+1% +$866 ﹤0.01% 3282
2025
Q3 		$56K Sell
2,148
-70
-3% -$1.79K ﹤0.01% 3433
2025
Q2 		$57K Buy
2,218
+1,413
+176% +$22.9K ﹤0.01% 3164
2025
Q1 		$12K Buy
805
+207
+35% +$5.21K ﹤0.01% 3982
2024
Q4 		$22K Buy
598
+2
+0.3% +$54 ﹤0.01% 3360
2024
Q3 		$9K Buy
596
+587
+6,522% +$6.09K ﹤0.01% 3808
2024
Q2 		$0 Buy
+9
New +$99 ﹤0.01% 4548
2019
Q1 		– Sell
-800
Closed -$12K – 2917
2018
Q4 		$12K Hold
800
– – ﹤0.01% 1262
2018
Q3 		$20K Hold
800
– – ﹤0.01% 946
2018
Q2 		$36K Buy
+800
New +$28.4K ﹤0.01% 705

Other funds holding AAOI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
OAM
Oberweis Asset Management Lisle, Illinois $4.84B AUM 160.95% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AAOI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Applied Optoelectronics (AAOI) stake by 0.14% in Q1 2026, selling an estimated $191 and leaving 2,174 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #2803.

Carson Wealth (CWM LLC) first reported a position in AAOI in Q2 2018 and has held it in 11 quarters since. 376 funds tracked by Wall St. Rank hold AAOI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,174 shares of Applied Optoelectronics worth $184K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 3 Applied Optoelectronics shares in Q1 2026, an estimated $191.
  • Applied Optoelectronics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2803 holding.
  • Carson Wealth (CWM LLC) first reported a position in Applied Optoelectronics in Q2 2018 and has held it in 11 quarters since.
  • 376 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.