Monolith Management’s Applied Optoelectronics AAOI Stock Holding History

Monolith 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	–	Sell	-3,100	Closed	-$262K	–	20
2026 Q1	$262K	Buy	+3,100	New	+$198K	0.08%	32

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

Monolith Management's AAOI Position: Q2 2026 in Review

Monolith Management sold out of Applied Optoelectronics (AAOI) in Q2 2026, closing a stake of 3,100 shares — an estimated $262K sold.

Monolith Management first reported a position in AAOI in Q1 2026 and held it in 1 quarter. The position peaked at $262K in Q1 2026. 482 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

Monolith Management reported no remaining Applied Optoelectronics position as of Q2 2026 after selling out during the quarter.
Monolith Management sold 3,100 Applied Optoelectronics shares in Q2 2026, an estimated $262K.
Monolith Management first reported a position in Applied Optoelectronics in Q1 2026 and held it in 1 quarter.
Monolith Management's Applied Optoelectronics position peaked at $262K in Q1 2026.
482 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on Monolith Management's 13F filing for Q2 2026, filed 10 Aug 2026.