Simplicity Wealth
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Simplicity Wealth’s Ooma OOMA Stock Holding History

Simplicity Wealth’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
Q3 		$280K Buy
+13,691
New +$292K 0.01% 897

Other funds holding OOMA

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Simplicity Wealth's OOMA Position: Q3 2026 in Review

Simplicity Wealth opened a new position in Ooma (OOMA) in Q3 2026: 13,691 shares worth $280K. The stake represents 0.01% of the portfolio and ranks #897 among its holdings.

35 funds tracked by Wall St. Rank hold OOMA as of Q3 2026.

  • Simplicity Wealth held 13,691 shares of Ooma worth $280K as of Q3 2026.
  • Ooma was a new Simplicity Wealth position in Q3 2026.
  • Ooma made up 0.01% of Simplicity Wealth's portfolio in Q3 2026, its #897 holding.
  • 35 funds tracked by Wall St. Rank held Ooma as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.