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Farther Finance Advisors’s Ooma OOMA Stock Holding History

Farther Finance 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 		$1.54K Buy
80
+16
+25% +$274 ﹤0.01% 5250
2026
Q1 		$948 Buy
64
+49
+327% +$615 ﹤0.01% 5125
2025
Q4 		$176 Buy
15
+1
+7% +$11 ﹤0.01% 5228
2025
Q3 		$168 Hold
14
– – ﹤0.01% 4755
2025
Q2 		$181 Hold
14
– – ﹤0.01% 4227
2025
Q1 		$185 Hold
14
– – ﹤0.01% 3962
2024
Q4 		$197 Hold
14
– – ﹤0.01% 3664
2024
Q3 		$159 Hold
14
– – ﹤0.01% 3699
2024
Q2 		$128 Buy
+14
New +$111 ﹤0.01% 3571

Other funds holding OOMA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Farther Finance Advisors's OOMA Position: Q2 2026 in Review

Farther Finance Advisors increased its Ooma (OOMA) stake by 25% in Q2 2026, buying an estimated $274 and bringing the position to 80 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #5250.

Farther Finance Advisors first reported a position in OOMA in Q2 2024 and has held it in 9 quarters since. 168 funds tracked by Wall St. Rank hold OOMA as of Q2 2026.

  • Farther Finance Advisors held 80 shares of Ooma worth $1.54K as of Q2 2026.
  • Farther Finance Advisors bought 16 Ooma shares in Q2 2026, an estimated $274.
  • Ooma made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5250 holding.
  • Farther Finance Advisors first reported a position in Ooma in Q2 2024 and has held it in 9 quarters since.
  • 168 funds tracked by Wall St. Rank held Ooma as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.