Wells Fargo’s Ooma OOMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $840K | Buy |
43,687
+33,475
| +328% | +$574K | ﹤0.01% | 4235 |
|
|
2026
Q1 | $149K | Sell |
10,212
-18,543
| -64% | -$233K | ﹤0.01% | 4885 |
|
|
2025
Q4 | $337K | Buy |
28,755
+12,168
| +73% | +$139K | ﹤0.01% | 4758 |
|
|
2025
Q3 | $199K | Buy |
16,587
+2,473
| +18% | +$30.3K | ﹤0.01% | 4938 |
|
|
2025
Q2 | $182K | Sell |
14,114
-1,505
| -10% | -$19.1K | ﹤0.01% | 4822 |
|
|
2025
Q1 | $204K | Buy |
15,619
+324
| +2% | +$4.59K | ﹤0.01% | 4684 |
|
|
2024
Q4 | $215K | Buy |
15,295
+3,466
| +29% | +$46.2K | ﹤0.01% | 4755 |
|
|
2024
Q3 | $135K | Buy |
11,829
+380
| +3% | +$3.76K | ﹤0.01% | 4838 |
|
|
2024
Q2 | $114K | Buy |
11,449
+3,236
| +39% | +$25.7K | ﹤0.01% | 4858 |
|
|
2024
Q1 | $70.1K | Buy |
8,213
+967
| +13% | +$9.62K | ﹤0.01% | 5094 |
|
|
2023
Q4 | $77.8K | Buy |
7,246
+1,475
| +26% | +$16.8K | ﹤0.01% | 5059 |
|
|
2023
Q3 | $75.1K | Sell |
5,771
-5,182
| -47% | -$73.3K | ﹤0.01% | 4949 |
|
|
2023
Q2 | $164K | Buy |
10,953
+5,434
| +98% | +$71.5K | ﹤0.01% | 4708 |
|
|
2023
Q1 | $69K | Buy |
5,519
+4,519
| +452% | +$60.5K | ﹤0.01% | 4997 |
|
|
2022
Q4 | $13.6K | Sell |
1,000
-417
| -29% | -$6.17K | ﹤0.01% | 5423 |
|
|
2022
Q3 | $17K | Sell |
1,417
-224
| -14% | -$2.78K | ﹤0.01% | 5484 |
|
|
2022
Q2 | $20K | Sell |
1,641
-28,553
| -95% | -$379K | ﹤0.01% | 5450 |
|
|
2022
Q1 | $453K | Sell |
30,194
-10,537
| -26% | -$178K | ﹤0.01% | 4479 |
|
|
2021
Q4 | $832K | Sell |
40,731
-55,797
| -58% | -$1.14M | ﹤0.01% | 4272 |
|
|
2021
Q3 | $1.8M | Sell |
96,528
-50,499
| -34% | -$951K | ﹤0.01% | 3763 |
|
|
2021
Q2 | $2.77M | Sell |
147,027
-26,675
| -15% | -$484K | ﹤0.01% | 3400 |
|
|
2021
Q1 | $2.75M | Buy |
173,702
+629
| +0.4% | +$9.79K | ﹤0.01% | 3405 |
|
|
2020
Q4 | $2.49M | Buy |
173,073
+31,986
| +23% | +$472K | ﹤0.01% | 3330 |
|
|
2020
Q3 | $1.84M | Buy |
141,087
+19,523
| +16% | +$298K | ﹤0.01% | 3370 |
|
|
2020
Q2 | $2M | Buy |
121,564
+64,322
| +112% | +$805K | ﹤0.01% | 3264 |
|
|
2020
Q1 | $683K | Buy |
57,242
+8,017
| +16% | +$101K | ﹤0.01% | 3797 |
|
|
2019
Q4 | $651K | Buy |
49,225
+2,258
| +5% | +$27.5K | ﹤0.01% | 4153 |
|
|
2019
Q3 | $489K | Sell |
46,967
-5,863
| -11% | -$68.7K | ﹤0.01% | 4400 |
|
|
2019
Q2 | $553K | Buy |
52,830
+4,800
| +10% | +$60.9K | ﹤0.01% | 4312 |
|
|
2019
Q1 | $636K | Sell |
48,030
-765
| -2% | -$11.5K | ﹤0.01% | 4188 |
|
|
2018
Q4 | $677K | Buy |
48,795
+7,645
| +19% | +$111K | ﹤0.01% | 4138 |
|
|
2018
Q3 | $683K | Buy |
41,150
+5,952
| +17% | +$95.5K | ﹤0.01% | 4233 |
|
|
2018
Q2 | $498K | Buy |
35,198
+893
| +3% | +$10.5K | ﹤0.01% | 4453 |
|
|
2018
Q1 | $374K | Buy |
34,305
+2,417
| +8% | +$26.8K | ﹤0.01% | 4602 |
|
|
2017
Q4 | $380K | Buy |
31,888
+3,723
| +13% | +$39.6K | ﹤0.01% | 4583 |
|
|
2017
Q3 | $297K | Buy |
28,165
+27,737
| +6,481% | +$244K | ﹤0.01% | 4678 |
|
|
2017
Q2 | $3K | Buy |
428
+3
| +0.7% | +$31 | ﹤0.01% | 6005 |
|
|
2017
Q1 | $4K | Hold |
425
| – | – | ﹤0.01% | 6081 |
|
|
2016
Q4 | $4K | Sell |
425
-2,775
| -87% | -$24.8K | ﹤0.01% | 5996 |
|
|
2016
Q3 | $29K | Buy |
3,200
+1,200
| +60% | +$10.4K | ﹤0.01% | 5499 |
|
|
2016
Q2 | $16K | Buy |
+2,000
| New | +$14.2K | ﹤0.01% | 5544 |
|
Other funds holding OOMA
Wells Fargo's OOMA Position: Q2 2026 in Review
Wells Fargo increased its Ooma (OOMA) stake by 328% in Q2 2026, buying an estimated $574K and bringing the position to 43,687 shares worth $840K. The position accounts for ﹤0.01% of the portfolio, ranked #4235.
Wells Fargo first reported a position in OOMA in Q2 2016 and has held it in 41 quarters since. The position peaked at $2.77M in Q2 2021. 168 funds tracked by Wall St. Rank hold OOMA as of Q2 2026.
- Wells Fargo held 43,687 shares of Ooma worth $840K as of Q2 2026.
- Wells Fargo bought 33,475 Ooma shares in Q2 2026, an estimated $574K.
- Ooma made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #4235 holding.
- Wells Fargo first reported a position in Ooma in Q2 2016 and has held it in 41 quarters since.
- Wells Fargo's Ooma position peaked at $2.77M in Q2 2021.
- 168 funds tracked by Wall St. Rank held Ooma as of Q2 2026.
Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.