Creative Planning’s Ooma OOMA Stock Holding History

Creative Planning’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	$3.67M	Buy	191,175 +3,913	+2%	+$67.1K	﹤0.01%	1634
2026 Q1	$2.72M	Buy	187,262 +126,352	+207%	+$1.58M	﹤0.01%	1665
2025 Q4	$714K	Buy	60,910 +44,537	+272%	+$508K	﹤0.01%	2551
2025 Q3	$196K	Buy	+16,373	New	+$200K	﹤0.01%	3499
2017 Q3	–	Sell	-1,000	Closed	-$8K	–	3137
2017 Q2	$8K	Hold	1,000	–	–	﹤0.01%	3762
2017 Q1	$10K	Hold	1,000	–	–	﹤0.01%	3599
2016 Q4	$9K	Hold	1,000	–	–	﹤0.01%	3618
2016 Q3	$9K	Hold	1,000	–	–	﹤0.01%	3589
2016 Q2	$8K	Hold	1,000	–	–	﹤0.01%	3392
2016 Q1	$6K	Hold	1,000	–	–	﹤0.01%	3503
2015 Q4	$6K	Hold	1,000	–	–	﹤0.01%	3595
2015 Q3	$7K	Buy	+1,000	New	+$9.36K	﹤0.01%	3439

Other funds holding OOMA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's OOMA Position: Q2 2026 in Review

Creative Planning increased its Ooma (OOMA) stake by 2.1% in Q2 2026, buying an estimated $67.1K and bringing the position to 191,175 shares worth $3.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

Creative Planning first reported a position in OOMA in Q3 2015 and has held it in 12 quarters since. 168 funds tracked by Wall St. Rank hold OOMA as of Q2 2026.

Creative Planning held 191,175 shares of Ooma worth $3.67M as of Q2 2026.
Creative Planning bought 3,913 Ooma shares in Q2 2026, an estimated $67.1K.
Ooma made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1634 holding.
Creative Planning first reported a position in Ooma in Q3 2015 and has held it in 12 quarters since.
168 funds tracked by Wall St. Rank held Ooma as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.