IFP Advisors’s Applied Optoelectronics AAOI Stock Holding History

IFP 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 Q1	$180K	Sell	2,123 -2,762	-57%	-$176K	﹤0.01%	1461
2025 Q4	$170K	Buy	+4,885	New	+$146K	﹤0.01%	1457
2025 Q2	–	Hold	0	–	–	–	2701
2024 Q4	–	Hold	0	–	–	–	3876
2019 Q1	–	Sell	-350	Closed	-$5K	–	2339
2018 Q4	$5K	Sell	350 -250	-42%	-$5.04K	﹤0.01%	2812
2018 Q3	$15K	Sell	600 -750	-56%	-$29.4K	﹤0.01%	2610
2018 Q2	$61K	Sell	1,350 -2,250	-63%	-$79.9K	﹤0.01%	1789
2018 Q1	$136K	Hold	3,600	–	–	0.01%	1195
2017 Q4	$136K	Sell	3,600 -400	-10%	-$17.6K	0.01%	1204
2017 Q3	$259K	Sell	4,000 -1,750	-30%	-$124K	0.01%	995
2017 Q2	$355K	Buy	5,750 +4,266	+287%	+$249K	0.02%	823
2017 Q1	$83K	Buy	+1,484	New	+$58.5K	﹤0.01%	1612
2016 Q4	–	Sell	-300	Closed	-$7K	–	3954
2016 Q3	$7K	Sell	300 -300	-50%	-$4.64K	﹤0.01%	3027
2016 Q2	$7K	Buy	+600	New	+$6.78K	﹤0.01%	2916

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

IFP Advisors's AAOI Position: Q1 2026 in Review

IFP Advisors reduced its Applied Optoelectronics (AAOI) stake by 57% in Q1 2026, selling an estimated $176K and leaving 2,123 shares worth $180K. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

IFP Advisors first reported a position in AAOI in Q2 2016 and has held it in 12 quarters since. The position peaked at $355K in Q2 2017. 375 funds tracked by Wall St. Rank hold AAOI as of Q1 2026.

IFP Advisors held 2,123 shares of Applied Optoelectronics worth $180K as of Q1 2026.
IFP Advisors sold 2,762 Applied Optoelectronics shares in Q1 2026, an estimated $176K.
Applied Optoelectronics made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #1461 holding.
IFP Advisors first reported a position in Applied Optoelectronics in Q2 2016 and has held it in 12 quarters since.
IFP Advisors's Applied Optoelectronics position peaked at $355K in Q2 2017.
375 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.