TWD
OOMA icon

True Wealth Design’s Ooma OOMA Stock Holding History

True Wealth Design’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 		$2.06K Buy
107
+6
+6% +$103 ﹤0.01% 1682
2026
Q1 		$1.47K Buy
101
+73
+261% +$916 ﹤0.01% 1665
2025
Q4 		$329 Sell
28
-51
-65% -$582 ﹤0.01% 2094
2025
Q3 		$948 Buy
79
+65
+464% +$796 ﹤0.01% 1767
2025
Q2 		$181 Sell
14
-17
-55% -$216 ﹤0.01% 2105
2025
Q1 		$406 Buy
+31
New +$439 ﹤0.01% 1634

Other funds holding OOMA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

True Wealth Design's OOMA Position: Q2 2026 in Review

True Wealth Design increased its Ooma (OOMA) stake by 5.9% in Q2 2026, buying an estimated $103 and bringing the position to 107 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

True Wealth Design first reported a position in OOMA in Q1 2025 and has held it in 6 quarters since. 168 funds tracked by Wall St. Rank hold OOMA as of Q2 2026.

  • True Wealth Design held 107 shares of Ooma worth $2.06K as of Q2 2026.
  • True Wealth Design bought 6 Ooma shares in Q2 2026, an estimated $103.
  • Ooma made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1682 holding.
  • True Wealth Design first reported a position in Ooma in Q1 2025 and has held it in 6 quarters since.
  • 168 funds tracked by Wall St. Rank held Ooma as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.