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Allworth Financial’s Ooma OOMA Stock Holding History

Allworth Financial’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 		$11.9K Buy
617
+117
+23% +$2.01K ﹤0.01% 3600
2026
Q1 		$7.28K Buy
500
+360
+257% +$4.51K ﹤0.01% 3722
2025
Q4 		$1.64K Buy
140
+107
+324% +$1.22K ﹤0.01% 4203
2025
Q3 		$396 Sell
33
-9
-21% -$110 ﹤0.01% 4493
2025
Q2 		$542 Hold
42
– – ﹤0.01% 4115
2025
Q1 		$496 Buy
+42
New +$595 ﹤0.01% 3673
2022
Q3 		– Sell
-37
Closed – – 2971
2022
Q2 		$0 Buy
+37
New +$491 ﹤0.01% 2681
2022
Q1 		– Sell
-434
Closed -$9K – 2303
2021
Q4 		$9K Buy
+434
New +$8.84K ﹤0.01% 1415

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

Allworth Financial's OOMA Position: Q2 2026 in Review

Allworth Financial increased its Ooma (OOMA) stake by 23% in Q2 2026, buying an estimated $2.01K and bringing the position to 617 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3600.

Allworth Financial first reported a position in OOMA in Q4 2021 and has held it in 8 quarters since. 168 funds tracked by Wall St. Rank hold OOMA as of Q2 2026.

  • Allworth Financial held 617 shares of Ooma worth $11.9K as of Q2 2026.
  • Allworth Financial bought 117 Ooma shares in Q2 2026, an estimated $2.01K.
  • Ooma made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3600 holding.
  • Allworth Financial first reported a position in Ooma in Q4 2021 and has held it in 8 quarters since.
  • 168 funds tracked by Wall St. Rank held Ooma as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.