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EverSource Wealth Advisors’s Applied Optoelectronics AAOI Stock Holding History

EverSource Wealth Advisors’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
Q2 		$49.3K Buy
333
+258
+344% +$41.9K ﹤0.01% 1787
2026
Q1 		$6.34K Buy
75
+13
+21% +$830 ﹤0.01% 3153
2025
Q4 		$2.16K Hold
62
– – ﹤0.01% 3478
2025
Q3 		$1.61K Hold
62
– – ﹤0.01% 3583
2025
Q2 		$1.59K Buy
62
+48
+343% +$777 ﹤0.01% 3574
2025
Q1 		$215 Buy
14
+8
+133% +$201 ﹤0.01% 3693
2024
Q4 		$221 Buy
+6
New +$161 ﹤0.01% 3421

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

EverSource Wealth Advisors's AAOI Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Applied Optoelectronics (AAOI) stake by 344% in Q2 2026, buying an estimated $41.9K and bringing the position to 333 shares worth $49.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1787.

EverSource Wealth Advisors first reported a position in AAOI in Q4 2024 and has held it in 7 quarters since. 481 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

  • EverSource Wealth Advisors held 333 shares of Applied Optoelectronics worth $49.3K as of Q2 2026.
  • EverSource Wealth Advisors bought 258 Applied Optoelectronics shares in Q2 2026, an estimated $41.9K.
  • Applied Optoelectronics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1787 holding.
  • EverSource Wealth Advisors first reported a position in Applied Optoelectronics in Q4 2024 and has held it in 7 quarters since.
  • 481 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.