FFO
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Fortitude Family Office’s Ooma OOMA Stock Holding History

Fortitude Family Office’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
Q3 		$143 Hold
7
– – ﹤0.01% 2530
2026
Q2 		$135 Buy
+7
New +$120 ﹤0.01% 2147

Other funds holding OOMA

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Fortitude Family Office's OOMA Position: Q3 2026 in Review

Fortitude Family Office held its Ooma (OOMA) position steady in Q3 2026 at 7 shares worth $143. The position accounts for ﹤0.01% of the portfolio, ranked #2530.

Fortitude Family Office first reported a position in OOMA in Q2 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold OOMA as of Q3 2026.

  • Fortitude Family Office held 7 shares of Ooma worth $143 as of Q3 2026.
  • Fortitude Family Office left its Ooma share count unchanged in Q3 2026.
  • Ooma made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2530 holding.
  • Fortitude Family Office first reported a position in Ooma in Q2 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held Ooma as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.