Morgan Stanley’s Ooma OOMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $17.1M | Buy |
891,750
+299,884
| +51% | +$5.14M | ﹤0.01% | 3236 |
|
|
2026
Q1 | $8.61M | Buy |
591,866
+65,945
| +13% | +$827K | ﹤0.01% | 3687 |
|
|
2025
Q4 | $6.17M | Buy |
525,921
+95,899
| +22% | +$1.09M | ﹤0.01% | 4018 |
|
|
2025
Q3 | $5.16M | Sell |
430,022
-28,195
| -6% | -$345K | ﹤0.01% | 4121 |
|
|
2025
Q2 | $5.91M | Buy |
458,217
+43,774
| +11% | +$557K | ﹤0.01% | 3919 |
|
|
2025
Q1 | $5.43M | Buy |
414,443
+57,844
| +16% | +$820K | ﹤0.01% | 3858 |
|
|
2024
Q4 | $5.01M | Sell |
356,599
-17,912
| -5% | -$239K | ﹤0.01% | 3996 |
|
|
2024
Q3 | $4.27M | Sell |
374,511
-42,677
| -10% | -$422K | ﹤0.01% | 4083 |
|
|
2024
Q2 | $4.14M | Buy |
417,188
+107,486
| +35% | +$854K | ﹤0.01% | 4035 |
|
|
2024
Q1 | $2.64M | Sell |
309,702
-5,268
| -2% | -$52.4K | ﹤0.01% | 4391 |
|
|
2023
Q4 | $3.38M | Buy |
314,970
+30,708
| +11% | +$349K | ﹤0.01% | 4189 |
|
|
2023
Q3 | $3.7M | Sell |
284,262
-38,135
| -12% | -$539K | ﹤0.01% | 3953 |
|
|
2023
Q2 | $4.83M | Buy |
322,397
+44,010
| +16% | +$579K | ﹤0.01% | 3800 |
|
|
2023
Q1 | $3.48M | Sell |
278,387
-15,269
| -5% | -$204K | ﹤0.01% | 4078 |
|
|
2022
Q4 | $4M | Buy |
293,656
+13,288
| +5% | +$197K | ﹤0.01% | 3946 |
|
|
2022
Q3 | $3.45M | Buy |
280,368
+26,344
| +10% | +$327K | ﹤0.01% | 3988 |
|
|
2022
Q2 | $3.01M | Buy |
254,024
+34,153
| +16% | +$453K | ﹤0.01% | 4207 |
|
|
2022
Q1 | $3.3M | Buy |
219,871
+35,432
| +19% | +$598K | ﹤0.01% | 4112 |
|
|
2021
Q4 | $3.77M | Sell |
184,439
-13,557
| -7% | -$276K | ﹤0.01% | 4013 |
|
|
2021
Q3 | $3.69M | Sell |
197,996
-75,705
| -28% | -$1.43M | ﹤0.01% | 4041 |
|
|
2021
Q2 | $5.16M | Buy |
273,701
+233,915
| +588% | +$4.24M | ﹤0.01% | 3750 |
|
|
2021
Q1 | $631K | Sell |
39,786
-117,527
| -75% | -$1.83M | ﹤0.01% | 5027 |
|
|
2020
Q4 | $2.27M | Buy |
157,313
+34,434
| +28% | +$509K | ﹤0.01% | 4040 |
|
|
2020
Q3 | $1.6M | Buy |
122,879
+114,086
| +1,297% | +$1.74M | ﹤0.01% | 3849 |
|
|
2020
Q2 | $145K | Sell |
8,793
-69,831
| -89% | -$874K | ﹤0.01% | 5225 |
|
|
2020
Q1 | $939K | Buy |
78,624
+11,440
| +17% | +$145K | ﹤0.01% | 4003 |
|
|
2019
Q4 | $889K | Buy |
67,184
+28,993
| +76% | +$353K | ﹤0.01% | 4607 |
|
|
2019
Q3 | $398K | Buy |
38,191
+38,128
| +60,521% | +$446K | ﹤0.01% | 4796 |
|
|
2019
Q2 | $1K | Sell |
63
-46,788
| -100% | -$594K | ﹤0.01% | 6561 |
|
|
2019
Q1 | $620K | Sell |
46,851
-2,911
| -6% | -$43.8K | ﹤0.01% | 4430 |
|
|
2018
Q4 | $691K | Sell |
49,762
-43,439
| -47% | -$631K | ﹤0.01% | 4574 |
|
|
2018
Q3 | $1.55M | Buy |
93,201
+48,068
| +107% | +$771K | ﹤0.01% | 4199 |
|
|
2018
Q2 | $638K | Buy |
45,133
+4,030
| +10% | +$47.2K | ﹤0.01% | 4934 |
|
|
2018
Q1 | $448K | Buy |
41,103
+2,920
| +8% | +$32.3K | ﹤0.01% | 5069 |
|
|
2017
Q4 | $456K | Sell |
38,183
-11,412
| -23% | -$121K | ﹤0.01% | 5024 |
|
|
2017
Q3 | $523K | Sell |
49,595
-17,871
| -26% | -$157K | ﹤0.01% | 4857 |
|
|
2017
Q2 | $540K | Sell |
67,466
-41,285
| -38% | -$421K | ﹤0.01% | 4752 |
|
|
2017
Q1 | $1.08M | Buy |
108,751
+84,354
| +346% | +$813K | ﹤0.01% | 4325 |
|
|
2016
Q4 | $220K | Buy |
24,397
+8,430
| +53% | +$75.3K | ﹤0.01% | 5313 |
|
|
2016
Q3 | $145K | Buy |
15,967
+1,991
| +14% | +$17.2K | ﹤0.01% | 5150 |
|
|
2016
Q2 | $114K | Buy |
13,976
+7,316
| +110% | +$51.9K | ﹤0.01% | 5189 |
|
|
2016
Q1 | $39K | Buy |
6,660
+2,900
| +77% | +$18.5K | ﹤0.01% | 5700 |
|
|
2015
Q4 | $24K | Buy |
3,760
+157
| +4% | +$1.14K | ﹤0.01% | 5980 |
|
|
2015
Q3 | $25K | Buy |
+3,603
| New | +$33.7K | ﹤0.01% | 5978 |
|
Other funds holding OOMA
HIM
Morgan Stanley's OOMA Position: Q2 2026 in Review
Morgan Stanley increased its Ooma (OOMA) stake by 51% in Q2 2026, buying an estimated $5.14M and bringing the position to 891,750 shares worth $17.1M. The position accounts for ﹤0.01% of the portfolio, ranked #3236.
Morgan Stanley first reported a position in OOMA in Q3 2015 and has held it in 44 quarters since. 168 funds tracked by Wall St. Rank hold OOMA as of Q2 2026.
- Morgan Stanley held 891,750 shares of Ooma worth $17.1M as of Q2 2026.
- Morgan Stanley bought 299,884 Ooma shares in Q2 2026, an estimated $5.14M.
- Ooma made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3236 holding.
- Morgan Stanley first reported a position in Ooma in Q3 2015 and has held it in 44 quarters since.
- 168 funds tracked by Wall St. Rank held Ooma as of Q2 2026.
Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.