Rockefeller Capital Management’s Ooma OOMA Stock Holding History

Rockefeller Capital 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 Q2	–	Sell	-61	Closed	-$888	–	4835
2026 Q1	$888	Buy	+61	New	+$765	﹤0.01%	4501

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 $3.38T AUM 44.17% 1-Year Est. Return

Rockefeller Capital Management's OOMA Position: Q2 2026 in Review

Rockefeller Capital Management sold out of Ooma (OOMA) in Q2 2026, closing a stake of 61 shares — an estimated $888 sold.

Rockefeller Capital Management first reported a position in OOMA in Q1 2026 and held it in 1 quarter. The position peaked at $888 in Q1 2026. 167 funds tracked by Wall St. Rank hold OOMA as of Q2 2026.

Rockefeller Capital Management reported no remaining Ooma position as of Q2 2026 after selling out during the quarter.
Rockefeller Capital Management sold 61 Ooma shares in Q2 2026, an estimated $888.
Rockefeller Capital Management first reported a position in Ooma in Q1 2026 and held it in 1 quarter.
Rockefeller Capital Management's Ooma position peaked at $888 in Q1 2026.
167 funds tracked by Wall St. Rank held Ooma as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.