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Larson Financial Group’s Ooma OOMA Stock Holding History

Larson Financial Group’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
Q1 		$102 Hold
7
– – ﹤0.01% 3513
2025
Q4 		$82 Buy
+7
New +$80 ﹤0.01% 3352
2025
Q1 		– Sell
-12
Closed -$169 – 3172
2024
Q4 		$169 Buy
+12
New +$160 ﹤0.01% 2488

Other funds holding OOMA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Larson Financial Group's OOMA Position: Q1 2026 in Review

Larson Financial Group held its Ooma (OOMA) position steady in Q1 2026 at 7 shares worth $102. The position accounts for ﹤0.01% of the portfolio, ranked #3513.

Larson Financial Group first reported a position in OOMA in Q4 2024 and has held it in 3 quarters since. The position peaked at $169 in Q4 2024. 157 funds tracked by Wall St. Rank hold OOMA as of Q1 2026.

  • Larson Financial Group held 7 shares of Ooma worth $102 as of Q1 2026.
  • Larson Financial Group left its Ooma share count unchanged in Q1 2026.
  • Ooma made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3513 holding.
  • Larson Financial Group first reported a position in Ooma in Q4 2024 and has held it in 3 quarters since.
  • Larson Financial Group's Ooma position peaked at $169 in Q4 2024.
  • 157 funds tracked by Wall St. Rank held Ooma as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.