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Private Wealth Asset Management’s Ooma OOMA Stock Holding History

Private Wealth Asset Management’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 		– Sell
-19
Closed -$223 – 1079
2025
Q4 		$223 Hold
19
– – ﹤0.01% 977
2025
Q3 		$228 Hold
19
– – ﹤0.01% 964
2025
Q2 		$245 Hold
19
– – ﹤0.01% 941
2025
Q1 		$249 Buy
+19
New +$269 ﹤0.01% 1058

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
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Private Wealth Asset Management's OOMA Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Ooma (OOMA) in Q1 2026, closing a stake of 19 shares — an estimated $223 sold.

Private Wealth Asset Management first reported a position in OOMA in Q1 2025 and held it in 4 quarters. The position peaked at $249 in Q1 2025. 157 funds tracked by Wall St. Rank hold OOMA as of Q1 2026.

  • Private Wealth Asset Management reported no remaining Ooma position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 19 Ooma shares in Q1 2026, an estimated $223.
  • Private Wealth Asset Management first reported a position in Ooma in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's Ooma position peaked at $249 in Q1 2025.
  • 157 funds tracked by Wall St. Rank held Ooma as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.