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Wealth Preservation Advisors’s Ooma OOMA Stock Holding History

Wealth Preservation Advisors’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
Q1 		$160 Buy
+11
New +$138 ﹤0.01% 897

Other funds holding OOMA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wealth Preservation Advisors's OOMA Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Ooma (OOMA) in Q1 2026: 11 shares worth $160. The stake represents ﹤0.01% of the portfolio and ranks #897 among its holdings.

157 funds tracked by Wall St. Rank hold OOMA as of Q1 2026.

  • Wealth Preservation Advisors held 11 shares of Ooma worth $160 as of Q1 2026.
  • Ooma was a new Wealth Preservation Advisors position in Q1 2026.
  • Ooma made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #897 holding.
  • 157 funds tracked by Wall St. Rank held Ooma as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.