PPA
AAOI icon

Pacific Point Advisors’s Applied Optoelectronics AAOI Stock Holding History

Pacific Point Advisors’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 		$1.69M Sell
20,000
-20,000
-50% -$1.28M 0.89% 28
2025
Q4 		$1.39M Buy
+40,000
New +$1.19M 0.75% 40

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

Pacific Point Advisors's AAOI Position: Q1 2026 in Review

Pacific Point Advisors reduced its Applied Optoelectronics (AAOI) stake by 50% in Q1 2026, selling an estimated $1.28M and leaving 20,000 shares worth $1.69M. The position accounts for 0.89% of the portfolio, ranked #28.

Pacific Point Advisors first reported a position in AAOI in Q4 2025 and has held it in 2 quarters since. 375 funds tracked by Wall St. Rank hold AAOI as of Q1 2026.

  • Pacific Point Advisors held 20,000 shares of Applied Optoelectronics worth $1.69M as of Q1 2026.
  • Pacific Point Advisors sold 20,000 Applied Optoelectronics shares in Q1 2026, an estimated $1.28M.
  • Applied Optoelectronics made up 0.89% of Pacific Point Advisors's portfolio in Q1 2026, its #28 holding.
  • Pacific Point Advisors first reported a position in Applied Optoelectronics in Q4 2025 and has held it in 2 quarters since.
  • 375 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q1 2026.

Based on Pacific Point Advisors's 13F filing for Q1 2026, filed 4 May 2026.