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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
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
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

Jeppson Wealth Management's AAOI Position: Q1 2026 in Review

Jeppson Wealth Management opened a new position in Applied Optoelectronics (AAOI) in Q1 2026: 3,604 shares worth $305K. The stake represents 0.1% of the portfolio and ranks #172 among its holdings. This is a return to the name: Jeppson Wealth Management previously reported a position in AAOI as recently as Q2 2022.

Jeppson Wealth Management first reported a position in AAOI in Q3 2020 and has held it in 3 quarters since. 375 funds tracked by Wall St. Rank hold AAOI as of Q1 2026.

  • Jeppson Wealth Management held 3,604 shares of Applied Optoelectronics worth $305K as of Q1 2026.
  • Applied Optoelectronics was a new Jeppson Wealth Management position in Q1 2026.
  • Applied Optoelectronics made up 0.1% of Jeppson Wealth Management's portfolio in Q1 2026, its #172 holding.
  • Jeppson Wealth Management first reported a position in Applied Optoelectronics in Q3 2020 and has held it in 3 quarters since.
  • 375 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.