Rockwood Wealth Management, LLC DOMO — DOMO INC

Ownership history in Rockwood Wealth Management, LLC  ·  8 quarters on record

AI Ownership Summary

Rockwood Wealth Management, LLC reported DOMO INC (DOMO) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.06% in 2025 Q3. The latest visible filing shows DOMO at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DOMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Rockwood Wealth Management, LLC's position in DOMO INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DOMO was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DOMO stock page Rockwood Wealth Management, LLC fund profile Rockwood Wealth Management, LLC full holdings
How Rockwood Wealth Management, LLC held DOMO — position size vs. price
% of Fund (quarterly)    DOMO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 54,227 +7,507 +16.1% 0.01% $166K 2026-04-29 $3.51
2025 Q4 ADDED — — — 46,720 +1 +0.0% 0.03% $394K 2026-01-29 $6.01
2025 Q3 UNCHANGED — — — 46,719 — 0% 0.06% $740K 2025-10-14 $13.29
2025 Q2 ADDED — — — 46,719 +25,735 +122.6% 0.06% $653K 2025-07-11 $13.73
2025 Q1 ADDED — — — 20,984 +7,508 +55.7% 0.02% $163K 2025-04-14 $8.06
2024 Q4 UNCHANGED — — — 13,476 — 0% 0.01% $97K 2025-01-21 $7.45
2024 Q3 UNCHANGED — — — 13,476 — 0% 0.01% $101K 2024-10-16 $7.47
2024 Q2 INITIATED — — — 13,476 — — 0.01% $104K 2024-07-26 $8.55

🏢 Other funds also holding DOMO

As of 2026 Q1 — sorted by position size

Andina Capital Management, LLC 0.03% Inscription Capital, LLC 3Y 0.01% AlphaQuest LLC 0.0% DIVERSIFY WEALTH MANAGEMENT, LLC 0.0% Global Wealth Strategies & Associates 3Y 0.0% SUMMIT SECURITIES GROUP LLC 3Y 7Y 0.0% Red Tortoise LLC 3Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% Merit Financial Group, LLC 3Y 7Y 0.0% Police & Firemen's Retirement System of New Jersey 0.0%

FAQ About Rockwood Wealth Management, LLC and DOMO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Rockwood Wealth Management, LLC reported owning DOMO?

Rockwood Wealth Management, LLC reported DOMO across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported DOMO position in Rockwood Wealth Management, LLC's portfolio?

The largest reported portfolio weight for DOMO was 0.06% in 2025 Q3.

What is the latest reported DOMO position on this page?

The most recent filing on this page is 2026 Q1, when Rockwood Wealth Management, LLC reported 54,227 shares, equal to 0.01% of portfolio, with an estimated market value of $166K.

What does the chart on this DOMO ownership page compare?

The chart compares Rockwood Wealth Management, LLC's quarterly DOMO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Rockwood Wealth Management, LLC time their DOMO position?

Based on 13F filing dates vs. subsequent DOMO price moves, Rockwood Wealth Management, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on DOMO relative to SPY over the holding period was -48.9%.

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