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Ooma shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group investment in Ooma

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ooma by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.8k 398 11.99
2025-06-30 $5.1k 398 12.90
2025-03-31 $5.2k 398 13.09
2024-12-31 $5.6k 398 14.06
2024-09-30 $4.5k 398 11.39
2023-12-31 $332 31 10.74

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
Palantir Technologies Cl A (PLTR)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Private Wealth Management Group

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
Morgan Stanley
Dimensional Fund Advisors
Connor, Clark & Lunn Investment Management
Qube Research & Technologies
Nuveen

View all funds holding Ooma