IHT Wealth Management’s Ooma OOMA Stock Holding History

IHT Wealth Management’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 Q4	–	Sell	-12,637	Closed	-$152K	–	1229
2025 Q3	$152K	Sell	12,637 -232	-2%	-$2.84K	﹤0.01%	1134
2025 Q2	$166K	Sell	12,869 -236	-2%	-$3K	﹤0.01%	1109
2025 Q1	$172K	Hold	13,105	–	–	0.01%	1051
2024 Q4	$184K	Hold	13,105	–	–	0.01%	1029
2024 Q3	$149K	Hold	13,105	–	–	﹤0.01%	1103
2024 Q2	$130K	Hold	13,105	–	–	﹤0.01%	983
2024 Q1	$112K	Hold	13,105	–	–	﹤0.01%	970
2023 Q4	$141K	Hold	13,105	–	–	0.01%	930
2023 Q3	$170K	Hold	13,105	–	–	0.01%	895
2023 Q2	$196K	Hold	13,105	–	–	0.01%	892
2023 Q1	$164K	Sell	13,105 -273	-2%	-$3.66K	0.01%	876
2022 Q4	$182K	Hold	13,378	–	–	0.01%	829
2022 Q3	$165K	Buy	+13,378	New	+$166K	0.01%	796

Other funds holding OOMA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

IHT Wealth Management's OOMA Position: Q4 2025 in Review

IHT Wealth Management sold out of Ooma (OOMA) in Q4 2025, closing a stake of 12,637 shares — an estimated $152K sold.

IHT Wealth Management first reported a position in OOMA in Q3 2022 and held it in 13 quarters. The position peaked at $196K in Q2 2023. 141 funds tracked by Wall St. Rank hold OOMA as of Q4 2025.

IHT Wealth Management reported no remaining Ooma position as of Q4 2025 after selling out during the quarter.
IHT Wealth Management sold 12,637 Ooma shares in Q4 2025, an estimated $152K.
IHT Wealth Management first reported a position in Ooma in Q3 2022 and held it in 13 quarters.
IHT Wealth Management's Ooma position peaked at $196K in Q2 2023.
141 funds tracked by Wall St. Rank held Ooma as of Q4 2025.

Based on IHT Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.