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EverSource Wealth Advisors’s Ooma OOMA Stock Holding History

EverSource Wealth 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
Q2 		$4.8K Buy
250
+12
+5% +$206 ﹤0.01% 3299
2026
Q1 		$3.46K Buy
238
+183
+333% +$2.29K ﹤0.01% 3432
2025
Q4 		$645 Buy
55
+19
+53% +$217 ﹤0.01% 3812
2025
Q3 		$432 Sell
36
-447
-93% -$5.47K ﹤0.01% 3985
2025
Q2 		$6.23K Buy
483
+462
+2,200% +$5.88K ﹤0.01% 3061
2025
Q1 		$275 Buy
21
+20
+2,000% +$283 ﹤0.01% 3623
2024
Q4 		$14 Buy
+1
New +$13 ﹤0.01% 3726
2024
Q3 		– Sell
-386
Closed -$4.01K – 3095
2024
Q2 		$4.01K Buy
+386
New +$3.07K ﹤0.01% 2292

Other funds holding OOMA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return
CC
Cornerstone Capital Palo Alto, California $1.12B AUM 28.84% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

EverSource Wealth Advisors's OOMA Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Ooma (OOMA) stake by 5% in Q2 2026, buying an estimated $206 and bringing the position to 250 shares worth $4.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3299.

EverSource Wealth Advisors first reported a position in OOMA in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.23K in Q2 2025. 35 funds tracked by Wall St. Rank hold OOMA as of Q2 2026.

  • EverSource Wealth Advisors held 250 shares of Ooma worth $4.8K as of Q2 2026.
  • EverSource Wealth Advisors bought 12 Ooma shares in Q2 2026, an estimated $206.
  • Ooma made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3299 holding.
  • EverSource Wealth Advisors first reported a position in Ooma in Q2 2024 and has held it in 8 quarters since.
  • EverSource Wealth Advisors's Ooma position peaked at $6.23K in Q2 2025.
  • 35 funds tracked by Wall St. Rank held Ooma as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.