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Global Retirement Partners’s Ooma OOMA Stock Holding History

Global Retirement Partners’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
2025
Q3 		– Sell
-187
Closed -$2.41K – 3975
2025
Q2 		$2.41K Buy
+187
New +$2.38K ﹤0.01% 3173
2024
Q4 		$4.22K Hold
300
– – ﹤0.01% 2762
2024
Q3 		$3.42K Hold
300
– – ﹤0.01% 2734
2024
Q2 		$2.98K Buy
+300
New +$2.38K ﹤0.01% 2822

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Renaissance Technologies
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Global Retirement Partners's OOMA Position: Q3 2025 in Review

Global Retirement Partners sold out of Ooma (OOMA) in Q3 2025, closing a stake of 187 shares — an estimated $2.41K sold.

Global Retirement Partners first reported a position in OOMA in Q2 2024 and held it in 4 quarters. The position peaked at $4.22K in Q4 2024. 133 funds tracked by Wall St. Rank hold OOMA as of Q3 2025.

  • Global Retirement Partners reported no remaining Ooma position as of Q3 2025 after selling out during the quarter.
  • Global Retirement Partners sold 187 Ooma shares in Q3 2025, an estimated $2.41K.
  • Global Retirement Partners first reported a position in Ooma in Q2 2024 and held it in 4 quarters.
  • Global Retirement Partners's Ooma position peaked at $4.22K in Q4 2024.
  • 133 funds tracked by Wall St. Rank held Ooma as of Q3 2025.

Based on Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.