Krilogy Financial’s Applied Optoelectronics AAOI Stock Holding History

Krilogy Financial’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	$245K	Sell	1,653 -132	-7%	-$21.5K	0.01%	895
2026 Q1	$281K	Buy	+1,785	New	+$114K	0.01%	762
2018 Q4	–	Sell	-2,325	Closed	-$57K	–	137
2018 Q3	$57K	Buy	+2,325	New	+$91.1K	0.01%	295
2018 Q2	–	Sell	-2,325	Closed	-$58K	–	147
2018 Q1	$58K	Sell	2,325 -100	-4%	-$3.11K	0.01%	304
2017 Q4	$92K	Sell	2,425 -200	-8%	-$8.82K	0.02%	241
2017 Q3	$170K	Buy	+2,625	New	+$186K	0.04%	177

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

Krilogy Financial's AAOI Position: Q2 2026 in Review

Krilogy Financial reduced its Applied Optoelectronics (AAOI) stake by 7.4% in Q2 2026, selling an estimated $21.5K and leaving 1,653 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #895.

Krilogy Financial first reported a position in AAOI in Q3 2017 and has held it in 6 quarters since. The position peaked at $281K in Q1 2026. 482 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

Krilogy Financial held 1,653 shares of Applied Optoelectronics worth $245K as of Q2 2026.
Krilogy Financial sold 132 Applied Optoelectronics shares in Q2 2026, an estimated $21.5K.
Applied Optoelectronics made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #895 holding.
Krilogy Financial first reported a position in Applied Optoelectronics in Q3 2017 and has held it in 6 quarters since.
Krilogy Financial's Applied Optoelectronics position peaked at $281K in Q1 2026.
482 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.