Clearstead Advisors’s Ooma OOMA Stock Holding History

Clearstead Advisors’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	–	Sell	-3	Closed	-$36	–	2677
2025 Q4	$36	Buy	+3	New	+$34	﹤0.01%	2642

Other funds holding OOMA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Clearstead Advisors's OOMA Position: Q1 2026 in Review

Clearstead Advisors sold out of Ooma (OOMA) in Q1 2026, closing a stake of 3 shares — an estimated $36 sold.

Clearstead Advisors first reported a position in OOMA in Q4 2025 and held it in 1 quarter. The position peaked at $36 in Q4 2025. 157 funds tracked by Wall St. Rank hold OOMA as of Q1 2026.

Clearstead Advisors reported no remaining Ooma position as of Q1 2026 after selling out during the quarter.
Clearstead Advisors sold 3 Ooma shares in Q1 2026, an estimated $36.
Clearstead Advisors first reported a position in Ooma in Q4 2025 and held it in 1 quarter.
Clearstead Advisors's Ooma position peaked at $36 in Q4 2025.
157 funds tracked by Wall St. Rank held Ooma as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.