SOA Wealth Advisors
AAOI icon

SOA Wealth Advisors’s Applied Optoelectronics AAOI Stock Holding History

SOA Wealth 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
Q3 		– Sell
-325
Closed -$48.2K – 847
2026
Q2 		$48.2K Buy
+325
New +$52.8K 0.01% 395

Other funds holding AAOI

Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
SCH
Shengqi Capital (HK) Hong Kong $355M AUM 223.01% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return

SOA Wealth Advisors's AAOI Position: Q3 2026 in Review

SOA Wealth Advisors sold out of Applied Optoelectronics (AAOI) in Q3 2026, closing a stake of 325 shares — an estimated $48.2K sold.

SOA Wealth Advisors first reported a position in AAOI in Q2 2026 and held it in 1 quarter. The position peaked at $48.2K in Q2 2026. 289 funds tracked by Wall St. Rank hold AAOI as of Q3 2026.

  • SOA Wealth Advisors reported no remaining Applied Optoelectronics position as of Q3 2026 after selling out during the quarter.
  • SOA Wealth Advisors sold 325 Applied Optoelectronics shares in Q3 2026, an estimated $48.2K.
  • SOA Wealth Advisors first reported a position in Applied Optoelectronics in Q2 2026 and held it in 1 quarter.
  • SOA Wealth Advisors's Applied Optoelectronics position peaked at $48.2K in Q2 2026.
  • 289 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.