Private Wealth Management Group’s Ooma OOMA Stock Holding History

Private Wealth Management 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 Q2	$7.65K	Hold	398	–	–	﹤0.01%	664
2026 Q1	$5.79K	Hold	398	–	–	﹤0.01%	716
2025 Q4	$4.67K	Hold	398	–	–	﹤0.01%	807
2025 Q3	$4.77K	Hold	398	–	–	﹤0.01%	807
2025 Q2	$5.13K	Hold	398	–	–	﹤0.01%	745
2025 Q1	$5.21K	Hold	398	–	–	﹤0.01%	714
2024 Q4	$5.6K	Hold	398	–	–	﹤0.01%	698
2024 Q3	$4.53K	Hold	398	–	–	﹤0.01%	770
2024 Q2	$3.95K	Buy	+398	New	+$3.16K	﹤0.01%	800
2024 Q1	–	Sell	-31	Closed	-$333	–	1562
2023 Q4	$333	Buy	+31	New	+$352	﹤0.01%	1493

Other funds holding OOMA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Private Wealth Management Group's OOMA Position: Q2 2026 in Review

Private Wealth Management Group held its Ooma (OOMA) position steady in Q2 2026 at 398 shares worth $7.65K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Private Wealth Management Group first reported a position in OOMA in Q4 2023 and has held it in 10 quarters since. 168 funds tracked by Wall St. Rank hold OOMA as of Q2 2026.

Private Wealth Management Group held 398 shares of Ooma worth $7.65K as of Q2 2026.
Private Wealth Management Group left its Ooma share count unchanged in Q2 2026.
Ooma made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #664 holding.
Private Wealth Management Group first reported a position in Ooma in Q4 2023 and has held it in 10 quarters since.
168 funds tracked by Wall St. Rank held Ooma as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.