Silvercrest Asset Management’s Applied Optoelectronics AAOI Stock Holding History

Silvercrest Asset 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	$15.8M	Sell	106,911 -38,837	-27%	-$6.31M	0.1%	261
2026 Q1	$12.3M	Sell	145,748 -120,524	-45%	-$7.69M	0.09%	281
2025 Q4	$9.28M	Sell	266,272 -66,951	-20%	-$2M	0.06%	328
2025 Q3	$8.64M	Sell	333,223 -7,981	-2%	-$204K	0.06%	344
2025 Q2	$8.77M	Buy	341,204 +62,447	+22%	+$1.01M	0.06%	337
2025 Q1	$4.28M	Buy	278,757 +43,708	+19%	+$1.1M	0.03%	434
2024 Q4	$8.66M	Buy	235,049 +6,730	+3%	+$181K	0.06%	330
2024 Q3	$3.27M	Buy	+228,319	New	+$2.37M	0.02%	432

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

Silvercrest Asset Management's AAOI Position: Q2 2026 in Review

Silvercrest Asset Management reduced its Applied Optoelectronics (AAOI) stake by 27% in Q2 2026, selling an estimated $6.31M and leaving 106,911 shares worth $15.8M. The position accounts for 0.1% of the portfolio, ranked #261.

Silvercrest Asset Management first reported a position in AAOI in Q3 2024 and has held it in 8 quarters since. 482 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

Silvercrest Asset Management held 106,911 shares of Applied Optoelectronics worth $15.8M as of Q2 2026.
Silvercrest Asset Management sold 38,837 Applied Optoelectronics shares in Q2 2026, an estimated $6.31M.
Applied Optoelectronics made up 0.1% of Silvercrest Asset Management's portfolio in Q2 2026, its #261 holding.
Silvercrest Asset Management first reported a position in Applied Optoelectronics in Q3 2024 and has held it in 8 quarters since.
482 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.