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OOMA icon

NewEdge Advisors’s Ooma OOMA Stock Holding History

NewEdge Advisors’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 		$36.2K Sell
1,881
-31
-2% -$532 ﹤0.01% 3200
2026
Q1 		$27.8K Sell
1,912
-17,444
-90% -$219K ﹤0.01% 3107
2025
Q4 		$227K Buy
19,356
+1,627
+9% +$18.6K ﹤0.01% 2503
2025
Q3 		$213K Buy
+17,729
New +$217K ﹤0.01% 2380

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

NewEdge Advisors's OOMA Position: Q2 2026 in Review

NewEdge Advisors reduced its Ooma (OOMA) stake by 1.6% in Q2 2026, selling an estimated $532 and leaving 1,881 shares worth $36.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3200.

NewEdge Advisors first reported a position in OOMA in Q3 2025 and has held it in 4 quarters since. The position peaked at $227K in Q4 2025. 168 funds tracked by Wall St. Rank hold OOMA as of Q2 2026.

  • NewEdge Advisors held 1,881 shares of Ooma worth $36.2K as of Q2 2026.
  • NewEdge Advisors sold 31 Ooma shares in Q2 2026, an estimated $532.
  • Ooma made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3200 holding.
  • NewEdge Advisors first reported a position in Ooma in Q3 2025 and has held it in 4 quarters since.
  • NewEdge Advisors's Ooma position peaked at $227K in Q4 2025.
  • 168 funds tracked by Wall St. Rank held Ooma as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.