EverSource Wealth Advisors »

Ooma shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Ooma (OOMA) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Ooma

Tip: Access up to 7 years of quarterly data

All positions including Ooma held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ooma by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $432 36 12.00
2025-06-30 $6.2k 483 12.89
2025-03-31 $274 21 13.10
2024-12-31 $14 1 14.00
2024-06-30 $4.0k 386 10.40

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
iShares Gold Trust ETF Etf (IAU)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Total Stock Market Etf Etf (VTI)
Broadcom Stock (AVGO)
Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for EverSource Wealth Advisors

Top funds holding Ooma

BlackRock
Trigran Investments
Vanguard Group
Acadian Asset Management
Renaissance Technologies
Geode Capital Management
Jpmorgan Chase & Co
State Street Corporation
Arrowstreet Capital, Limited Partnership
AWM Investment Company
Dimensional Fund Advisors
Connor, Clark & Lunn Investment Management
Qube Research & Technologies
Nuveen
Marshall Wace

View all funds holding Ooma