Carson Wealth (CWM LLC)
OOMA icon

Carson Wealth (CWM LLC)’s Ooma OOMA Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$193K Buy
13,295
+8,895
+202% +$112K ﹤0.01% 2766
2025
Q4 		$52K Buy
4,400
+1,378
+46% +$15.7K ﹤0.01% 3577
2025
Q3 		$36K Buy
3,022
+1,014
+50% +$12.4K ﹤0.01% 3768
2025
Q2 		$26K Sell
2,008
-336
-14% -$4.28K ﹤0.01% 3747
2025
Q1 		$31K Buy
2,344
+303
+15% +$4.29K ﹤0.01% 3367
2024
Q4 		$29K Buy
2,041
+64
+3% +$853 ﹤0.01% 3200
2024
Q3 		$23K Buy
1,977
+95
+5% +$939 ﹤0.01% 3274
2024
Q2 		$19K Buy
1,882
+1,874
+23,425% +$14.9K ﹤0.01% 3151
2024
Q1 		$0 Sell
8
-46
-85% -$458 ﹤0.01% 4622
2023
Q4 		$1K Sell
54
-122
-69% -$1.39K ﹤0.01% 4000
2023
Q3 		$2K Sell
176
-78
-31% -$1.1K ﹤0.01% 3843
2023
Q2 		$4K Buy
254
+219
+626% +$2.88K ﹤0.01% 3550
2023
Q1 		$0 Hold
35
– – ﹤0.01% 4265
2022
Q4 		$0 Buy
+35
New +$518 ﹤0.01% 4170

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
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Carson Wealth (CWM LLC)'s OOMA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Ooma (OOMA) stake by 202% in Q1 2026, buying an estimated $112K and bringing the position to 13,295 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #2766.

Carson Wealth (CWM LLC) first reported a position in OOMA in Q4 2022 and has held it in 14 quarters since. 157 funds tracked by Wall St. Rank hold OOMA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,295 shares of Ooma worth $193K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 8,895 Ooma shares in Q1 2026, an estimated $112K.
  • Ooma made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2766 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ooma in Q4 2022 and has held it in 14 quarters since.
  • 157 funds tracked by Wall St. Rank held Ooma as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.