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 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 $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

Creative Planning's OOMA Position: Q1 2026 in Review

Creative Planning increased its Ooma (OOMA) stake by 207% in Q1 2026, buying an estimated $1.58M and bringing the position to 187,262 shares worth $2.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1665.

Creative Planning first reported a position in OOMA in Q3 2015 and has held it in 11 quarters since. 157 funds tracked by Wall St. Rank hold OOMA as of Q1 2026.

Creative Planning held 187,262 shares of Ooma worth $2.72M as of Q1 2026.
Creative Planning bought 126,352 Ooma shares in Q1 2026, an estimated $1.58M.
Ooma made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1665 holding.
Creative Planning first reported a position in Ooma in Q3 2015 and has held it in 11 quarters since.
157 funds tracked by Wall St. Rank held Ooma as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.