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Cornerstone Planning Group’s Ooma OOMA Stock Holding History

Cornerstone Planning Group’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
2025
Q4 		– Sell
-449
Closed -$17K – 1810
2025
Q3 		$17K Buy
+449
New +$5.5K ﹤0.01% 633

Other funds holding OOMA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $185B AUM 39.58% 1-Year Est. Return

Cornerstone Planning Group's OOMA Position: Q4 2025 in Review

Cornerstone Planning Group sold out of Ooma (OOMA) in Q4 2025, closing a stake of 449 shares — an estimated $17K sold.

Cornerstone Planning Group first reported a position in OOMA in Q3 2025 and held it in 1 quarter. The position peaked at $17K in Q3 2025. 141 funds tracked by Wall St. Rank hold OOMA as of Q4 2025.

  • Cornerstone Planning Group reported no remaining Ooma position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 449 Ooma shares in Q4 2025, an estimated $17K.
  • Cornerstone Planning Group first reported a position in Ooma in Q3 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's Ooma position peaked at $17K in Q3 2025.
  • 141 funds tracked by Wall St. Rank held Ooma as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.