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Advisors Asset Management’s Ooma OOMA Stock Holding History

Advisors Asset Management’s Portfolio OOMA Stock Details OOMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.92K Sell
100
-37
-27% -$635 ﹤0.01% 1384
2026
Q1 		$1.99K Sell
137
-21
-13% -$263 ﹤0.01% 1425
2025
Q4 		$1.85K Sell
158
-43
-21% -$491 ﹤0.01% 1415
2025
Q3 		$2.41K Sell
201
-15
-7% -$184 ﹤0.01% 1422
2025
Q2 		$2.79K Buy
216
+101
+88% +$1.28K ﹤0.01% 1436
2025
Q1 		$1.5K Buy
115
+36
+46% +$510 ﹤0.01% 1471
2024
Q4 		$1.11K Buy
79
+35
+80% +$467 ﹤0.01% 1458
2024
Q3 		$501 Buy
+44
New +$435 ﹤0.01% 1452

Other funds holding OOMA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Advisors Asset Management's OOMA Position: Q2 2026 in Review

Advisors Asset Management reduced its Ooma (OOMA) stake by 27% in Q2 2026, selling an estimated $635 and leaving 100 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1384.

Advisors Asset Management first reported a position in OOMA in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.79K in Q2 2025. 168 funds tracked by Wall St. Rank hold OOMA as of Q2 2026.

  • Advisors Asset Management held 100 shares of Ooma worth $1.92K as of Q2 2026.
  • Advisors Asset Management sold 37 Ooma shares in Q2 2026, an estimated $635.
  • Ooma made up ﹤0.01% of Advisors Asset Management's portfolio in Q2 2026, its #1384 holding.
  • Advisors Asset Management first reported a position in Ooma in Q3 2024 and has held it in 8 quarters since.
  • Advisors Asset Management's Ooma position peaked at $2.79K in Q2 2025.
  • 168 funds tracked by Wall St. Rank held Ooma as of Q2 2026.

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