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 $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

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.