Rockwood Wealth Management’s Domo DOMO Stock Holding History

Rockwood Wealth Management’s Portfolio DOMO Stock Details DOMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$170K	Sell	54,226 -1	-0%	-$3	0.01%	130
2026 Q1	$166K	Buy	54,227 +7,507	+16%	+$38K	0.01%	114
2025 Q4	$394K	Buy	46,720 +1	+0%	+$12	0.03%	78
2025 Q3	$740K	Hold	46,719	–	–	0.06%	50
2025 Q2	$653K	Buy	46,719 +25,735	+123%	+$259K	0.06%	52
2025 Q1	$163K	Buy	20,984 +7,508	+56%	+$60.1K	0.02%	92
2024 Q4	$97.3K	Hold	13,476	–	–	0.01%	95
2024 Q3	$101K	Hold	13,476	–	–	0.01%	85
2024 Q2	$104K	Buy	+13,476	New	+$101K	0.01%	83

Other funds holding DOMO

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Rockwood Wealth Management's DOMO Position: Q2 2026 in Review

Rockwood Wealth Management reduced its Domo (DOMO) stake by 0% in Q2 2026, selling an estimated $3 and leaving 54,226 shares worth $170K. The position accounts for 0.01% of the portfolio, ranked #130.

Rockwood Wealth Management first reported a position in DOMO in Q2 2024 and has held it in 9 quarters since. The position peaked at $740K in Q3 2025. 22 funds tracked by Wall St. Rank hold DOMO as of Q2 2026.

Rockwood Wealth Management held 54,226 shares of Domo worth $170K as of Q2 2026.
Rockwood Wealth Management sold 1 Domo share in Q2 2026, an estimated $3.
Domo made up 0.01% of Rockwood Wealth Management's portfolio in Q2 2026, its #130 holding.
Rockwood Wealth Management first reported a position in Domo in Q2 2024 and has held it in 9 quarters since.
Rockwood Wealth Management's Domo position peaked at $740K in Q3 2025.
22 funds tracked by Wall St. Rank held Domo as of Q2 2026.

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