Creative Planning
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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
2017
Q4 		– Sell
-10,000
Closed -$108K – 1902
2017
Q3 		$108K Buy
10,000
+8,200
+456% +$580K ﹤0.01% 1705
2017
Q2 		$23K Buy
+1,800
New +$105K ﹤0.01% 3078

Other funds holding AAOI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OAM
Oberweis Asset Management Lisle, Illinois $4.84B AUM 160.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Planning's AAOI Position: Q2 2026 in Review

Creative Planning increased its Applied Optoelectronics (AAOI) stake by 32% in Q2 2026, buying an estimated $1.73M and bringing the position to 44,506 shares worth $6.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Creative Planning first reported a position in AAOI in Q3 2015 and has held it in 14 quarters since. 482 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

  • Creative Planning held 44,506 shares of Applied Optoelectronics worth $6.59M as of Q2 2026.
  • Creative Planning bought 10,670 Applied Optoelectronics shares in Q2 2026, an estimated $1.73M.
  • Applied Optoelectronics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1190 holding.
  • Creative Planning first reported a position in Applied Optoelectronics in Q3 2015 and has held it in 14 quarters since.
  • 482 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.