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Pinnacle Wealth Planning Services’s Applied Optoelectronics AAOI Stock Holding History

Pinnacle Wealth Planning Services’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 		$59.4K Buy
702
+251
+56% +$16K 0.01% 1102
2025
Q4 		$15.7K Buy
+451
New +$13.5K ﹤0.01% 1828
2021
Q1 		– Sell
-161
Closed -$1K – 346
2020
Q4 		$1K Buy
+161
New +$1.47K ﹤0.01% 2038

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

Pinnacle Wealth Planning Services's AAOI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Applied Optoelectronics (AAOI) stake by 56% in Q1 2026, buying an estimated $16K and bringing the position to 702 shares worth $59.4K. The position accounts for 0.01% of the portfolio, ranked #1102.

Pinnacle Wealth Planning Services first reported a position in AAOI in Q4 2020 and has held it in 3 quarters since. 375 funds tracked by Wall St. Rank hold AAOI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 702 shares of Applied Optoelectronics worth $59.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 251 Applied Optoelectronics shares in Q1 2026, an estimated $16K.
  • Applied Optoelectronics made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1102 holding.
  • Pinnacle Wealth Planning Services first reported a position in Applied Optoelectronics in Q4 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 Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.