Private Wealth Asset Management »

Ooma shares owned by Private Wealth Asset Management

Quarter-by-quarter ownership of Ooma (OOMA) shares owned by Private Wealth Asset Management from 13F filings

Historical chart of Private Wealth Asset Management investment in Ooma

Tip: Access up to 7 years of quarterly data

All positions including Ooma held by Private Wealth Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ooma by Private Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $228 19 12.00
2025-06-30 $244 19 12.89

More positions owned by Private Wealth Asset Management

Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)
Vanguard Sht-term Inflation-protected Sec Idx Strm Infproidx (VTIP)
Vanguard Real Estate Etf Real Estate Etf (VNQ)
Berkshire Hathaway Cl A (BRK.A)
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk (ITOT)
First Tr Exchange-traded Fd Vi Smid Risng Etf Smid Risng Etf (SDVY)
Ea Series Trust Cambria Endowm Cambria Endowm (ENDW)

View all positions for Private Wealth Asset Management

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