Creative Planning’s Applied Optoelectronics AAOI Stock Holding History

Creative Planning’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	$2.86M	Buy	33,836 +22,032	+187%	+$1.41M	﹤0.01%	1610
2025 Q4	$411K	Buy	11,804 +3,399	+40%	+$101K	﹤0.01%	3009
2025 Q3	$218K	Buy	+8,405	New	+$215K	﹤0.01%	3398
2025 Q1	–	Sell	-7,104	Closed	-$262K	–	3453
2024 Q4	$262K	Buy	+7,104	New	+$191K	﹤0.01%	2778
2018 Q3	–	Sell	-4,835	Closed	-$217K	–	2072
2018 Q2	$217K	Sell	4,835 -14,830	-75%	-$527K	﹤0.01%	1589
2018 Q1	$493K	Buy	19,665 +775	+4%	+$24.1K	﹤0.01%	1096
2017 Q4	$714K	Sell	18,890 -2,249	-11%	-$99.2K	﹤0.01%	886
2017 Q3	$1.37M	Sell	21,139 -33,591	-61%	-$2.37M	0.01%	581
2017 Q2	$3.38M	Buy	54,730 +28,875	+112%	+$1.69M	0.02%	297
2017 Q1	$1.45M	Buy	+25,855	New	+$1.02M	0.01%	534
2016 Q2	–	Sell	-1,200	Closed	-$18K	–	4331
2016 Q1	$18K	Hold	1,200	–	–	﹤0.01%	2815
2015 Q4	$21K	Sell	1,200 -5,585	-82%	-$101K	﹤0.01%	2797
2015 Q3	$127K	Buy	+6,785	New	+$132K	﹤0.01%	1447

Other funds holding AAOI

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 New York $777B AUM 61.18% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's AAOI Position: Q1 2026 in Review

Creative Planning increased its Applied Optoelectronics (AAOI) stake by 187% in Q1 2026, buying an estimated $1.41M and bringing the position to 33,836 shares worth $2.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

Creative Planning first reported a position in AAOI in Q3 2015 and has held it in 13 quarters since. The position peaked at $3.38M in Q2 2017. 375 funds tracked by Wall St. Rank hold AAOI as of Q1 2026.

Creative Planning held 33,836 shares of Applied Optoelectronics worth $2.86M as of Q1 2026.
Creative Planning bought 22,032 Applied Optoelectronics shares in Q1 2026, an estimated $1.41M.
Applied Optoelectronics made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1610 holding.
Creative Planning first reported a position in Applied Optoelectronics in Q3 2015 and has held it in 13 quarters since.
Creative Planning's Applied Optoelectronics position peaked at $3.38M in Q2 2017.
375 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.