Root Financial Partners’s Ooma OOMA Stock Holding History

Root Financial Partners’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	-54	Closed	-$786	–	2305
2026 Q1	$786	Buy	+54	New	+$677	﹤0.01%	2693

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

Root Financial Partners's OOMA Position: Q2 2026 in Review

Root Financial Partners sold out of Ooma (OOMA) in Q2 2026, closing a stake of 54 shares — an estimated $786 sold.

Root Financial Partners first reported a position in OOMA in Q1 2026 and held it in 1 quarter. The position peaked at $786 in Q1 2026. 167 funds tracked by Wall St. Rank hold OOMA as of Q2 2026.

Root Financial Partners reported no remaining Ooma position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 54 Ooma shares in Q2 2026, an estimated $786.
Root Financial Partners first reported a position in Ooma in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Ooma position peaked at $786 in Q1 2026.
167 funds tracked by Wall St. Rank held Ooma as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.