Jeppson Wealth Management’s Applied Optoelectronics AAOI Stock Holding History

Jeppson Wealth Management’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	$534K	Buy	3,606 +2	+0.1%	+$325	0.16%	128
2026 Q1	$305K	Buy	+3,604	New	+$230K	0.1%	172
2022 Q3	–	Sell	-13,495	Closed	-$21K	–	194
2022 Q2	$21K	Buy	+13,495	New	+$33.1K	0.01%	192
2020 Q4	–	Sell	-80	Closed	-$1K	–	138
2020 Q3	$1K	Buy	+80	New	+$969	﹤0.01%	487

Other funds holding AAOI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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 New York $1.15T AUM 47.82% 1-Year Est. Return

Jeppson Wealth Management's AAOI Position: Q2 2026 in Review

Jeppson Wealth Management increased its Applied Optoelectronics (AAOI) stake by 0.06% in Q2 2026, buying an estimated $325 and bringing the position to 3,606 shares worth $534K. The position accounts for 0.16% of the portfolio, ranked #128.

Jeppson Wealth Management first reported a position in AAOI in Q3 2020 and has held it in 4 quarters since. 481 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

Jeppson Wealth Management held 3,606 shares of Applied Optoelectronics worth $534K as of Q2 2026.
Jeppson Wealth Management bought 2 Applied Optoelectronics shares in Q2 2026, an estimated $325.
Applied Optoelectronics made up 0.16% of Jeppson Wealth Management's portfolio in Q2 2026, its #128 holding.
Jeppson Wealth Management first reported a position in Applied Optoelectronics in Q3 2020 and has held it in 4 quarters since.
481 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.