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Nano-Cap New Millennium Growth Fund’s Ooma OOMA Stock Holding History

Nano-Cap New Millennium Growth Fund’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 		$2.98M Sell
155,000
-13,000
-8% -$223K 2.29% 7
2026
Q1 		$2.44M Buy
168,000
+8,000
+5% +$100K 2.29% 7
2025
Q4 		$1.88M Buy
+160,000
New +$1.83M 1.6% 12

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

Nano-Cap New Millennium Growth Fund's OOMA Position: Q2 2026 in Review

Nano-Cap New Millennium Growth Fund reduced its Ooma (OOMA) stake by 7.7% in Q2 2026, selling an estimated $223K and leaving 155,000 shares worth $2.98M. The position accounts for 2.29% of the portfolio, ranked #7.

Nano-Cap New Millennium Growth Fund first reported a position in OOMA in Q4 2025 and has held it in 3 quarters since. 168 funds tracked by Wall St. Rank hold OOMA as of Q2 2026.

  • Nano-Cap New Millennium Growth Fund held 155,000 shares of Ooma worth $2.98M as of Q2 2026.
  • Nano-Cap New Millennium Growth Fund sold 13,000 Ooma shares in Q2 2026, an estimated $223K.
  • Ooma made up 2.29% of Nano-Cap New Millennium Growth Fund's portfolio in Q2 2026, its #7 holding.
  • Nano-Cap New Millennium Growth Fund first reported a position in Ooma in Q4 2025 and has held it in 3 quarters since.
  • 168 funds tracked by Wall St. Rank held Ooma as of Q2 2026.

Based on Nano-Cap New Millennium Growth Fund's 13F filing for Q2 2026, filed 14 Aug 2026.