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IFP Advisors’s Ooma OOMA Stock Holding History

IFP 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 		$423 Sell
22
-1
-4% -$17 ﹤0.01% 4719
2026
Q1 		$335 Buy
23
+21
+1,050% +$263 ﹤0.01% 4513
2025
Q4 		$23 Sell
2
-2
-50% -$23 ﹤0.01% 4797
2025
Q3 		$48 Buy
+4
New +$49 ﹤0.01% 4663
2025
Q2 		– Hold
0
– – – 4340
2025
Q1 		– Hold
0
– – – 4209
2024
Q4 		– Hold
0
– – – 4503
2017
Q2 		– Sell
-1,900
Closed -$19K – 4172
2017
Q1 		$19K Hold
1,900
– – ﹤0.01% 2539
2016
Q4 		$17K Sell
1,900
-1,000
-34% -$8.93K ﹤0.01% 2572
2016
Q3 		$26K Hold
2,900
– – ﹤0.01% 2242
2016
Q2 		$24K Buy
+2,900
New +$20.6K ﹤0.01% 2232
2016
Q1 		– Sell
-3,200
Closed -$20K – 3086
2015
Q4 		$20K Buy
+3,200
New +$23.2K ﹤0.01% 2164

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

IFP Advisors's OOMA Position: Q2 2026 in Review

IFP Advisors reduced its Ooma (OOMA) stake by 4.3% in Q2 2026, selling an estimated $17 and leaving 22 shares worth $423. The position accounts for ﹤0.01% of the portfolio, ranked #4719.

IFP Advisors first reported a position in OOMA in Q4 2015 and has held it in 9 quarters since. The position peaked at $26K in Q3 2016. 168 funds tracked by Wall St. Rank hold OOMA as of Q2 2026.

  • IFP Advisors held 22 shares of Ooma worth $423 as of Q2 2026.
  • IFP Advisors sold 1 Ooma share in Q2 2026, an estimated $17.
  • Ooma made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4719 holding.
  • IFP Advisors first reported a position in Ooma in Q4 2015 and has held it in 9 quarters since.
  • IFP Advisors's Ooma position peaked at $26K in Q3 2016.
  • 168 funds tracked by Wall St. Rank held Ooma as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.