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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
Q2 		$132K Buy
893
+191
+27% +$31K 0.01% 727
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 $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

Pinnacle Wealth Planning Services's AAOI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Applied Optoelectronics (AAOI) stake by 27% in Q2 2026, buying an estimated $31K and bringing the position to 893 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #727.

Pinnacle Wealth Planning Services first reported a position in AAOI in Q4 2020 and has held it in 4 quarters since. 482 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 893 shares of Applied Optoelectronics worth $132K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 191 Applied Optoelectronics shares in Q2 2026, an estimated $31K.
  • Applied Optoelectronics made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #727 holding.
  • Pinnacle Wealth Planning Services first reported a position in Applied Optoelectronics in Q4 2020 and has held it in 4 quarters since.
  • 482 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.