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Newbridge Financial Services Group’s Applied Optoelectronics AAOI Stock Holding History

Newbridge Financial Services Group’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 		$59.3K Sell
400
-600
-60% -$97.5K 0.01% 448
2026
Q1 		$84.6K Buy
+1,000
New +$63.8K 0.01% 338
2021
Q4 		– Sell
-450
Closed -$3K – 1394
2021
Q3 		$3K Buy
+450
New +$3.32K ﹤0.01% 1089

Other funds holding AAOI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
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
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Newbridge Financial Services Group's AAOI Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its Applied Optoelectronics (AAOI) stake by 60% in Q2 2026, selling an estimated $97.5K and leaving 400 shares worth $59.3K. The position accounts for 0.01% of the portfolio, ranked #448.

Newbridge Financial Services Group first reported a position in AAOI in Q3 2021 and has held it in 3 quarters since. The position peaked at $84.6K in Q1 2026. 482 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

  • Newbridge Financial Services Group held 400 shares of Applied Optoelectronics worth $59.3K as of Q2 2026.
  • Newbridge Financial Services Group sold 600 Applied Optoelectronics shares in Q2 2026, an estimated $97.5K.
  • Applied Optoelectronics made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #448 holding.
  • Newbridge Financial Services Group first reported a position in Applied Optoelectronics in Q3 2021 and has held it in 3 quarters since.
  • Newbridge Financial Services Group's Applied Optoelectronics position peaked at $84.6K in Q1 2026.
  • 482 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.