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Integrated Wealth Concepts’s Ooma OOMA Stock Holding History

Integrated Wealth Concepts’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 		$15K Buy
+782
New +$13.4K ﹤0.01% 4298

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

Integrated Wealth Concepts's OOMA Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Ooma (OOMA) in Q2 2026: 782 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #4298 among its holdings.

168 funds tracked by Wall St. Rank hold OOMA as of Q2 2026.

  • Integrated Wealth Concepts held 782 shares of Ooma worth $15K as of Q2 2026.
  • Ooma was a new Integrated Wealth Concepts position in Q2 2026.
  • Ooma made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4298 holding.
  • 168 funds tracked by Wall St. Rank held Ooma as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.