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Essential Partners’s Applied Optoelectronics AAOI Stock Holding History

Essential Partners’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
Q3 		$397 Sell
4
-13
-76% -$1.46K ﹤0.01% 2468
2026
Q2 		$2.52K Buy
17
+13
+325% +$2.11K ﹤0.01% 1880
2026
Q1 		$338 Buy
4
+1
+33% +$64 ﹤0.01% 2531
2025
Q4 		$105 Buy
+3
New +$90 ﹤0.01% 2542

Other funds holding AAOI

OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
NW
N10 Wealth Greenwich, Connecticut $348M AUM
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Essential Partners's AAOI Position: Q3 2026 in Review

Essential Partners reduced its Applied Optoelectronics (AAOI) stake by 76% in Q3 2026, selling an estimated $1.46K and leaving 4 shares worth $397. The position accounts for ﹤0.01% of the portfolio, ranked #2468.

Essential Partners first reported a position in AAOI in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.52K in Q2 2026. 36 funds tracked by Wall St. Rank hold AAOI as of Q3 2026.

  • Essential Partners held 4 shares of Applied Optoelectronics worth $397 as of Q3 2026.
  • Essential Partners sold 13 Applied Optoelectronics shares in Q3 2026, an estimated $1.46K.
  • Applied Optoelectronics made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2468 holding.
  • Essential Partners first reported a position in Applied Optoelectronics in Q4 2025 and has held it in 4 quarters since.
  • Essential Partners's Applied Optoelectronics position peaked at $2.52K in Q2 2026.
  • 36 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.