UBS Group’s Applied Optoelectronics AAOI Stock Holding History

UBS Group’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	$2.67M	Sell	18,038 -40,982	-69%	-$6.66M	﹤0.01%	4829
2026 Q1	$4.99M	Buy	+59,020	New	+$3.77M	﹤0.01%	4084
2025 Q4	–	Sell	-27,500	Closed	-$713K	–	10434
2025 Q3	$713K	Hold	27,500	–	–	﹤0.01%	5829
2025 Q2	$706K	Hold	27,500	–	–	﹤0.01%	5733
2025 Q1	$422K	Buy	+27,500	New	+$692K	﹤0.01%	5985

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group's AAOI Position: Q2 2026 in Review

UBS Group increased its Applied Optoelectronics (AAOI) stake by 118% in Q2 2026, buying an estimated $185M and bringing the position to 2,111,464 shares worth $313M. The position accounts for 0.04% of the portfolio, ranked #453.

UBS Group first reported a position in AAOI in Q4 2014 and has held it in 47 quarters since. 481 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

UBS Group held 2,111,464 shares of Applied Optoelectronics worth $313M as of Q2 2026.
UBS Group bought 1,140,720 Applied Optoelectronics shares in Q2 2026, an estimated $185M.
Applied Optoelectronics made up 0.04% of UBS Group's portfolio in Q2 2026, its #453 holding.
UBS Group first reported a position in Applied Optoelectronics in Q4 2014 and has held it in 47 quarters since.
481 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.