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Accredited Wealth Management’s Omnicom Group OMC Stock Holding History

Accredited Wealth Management’s Portfolio OMC Stock Details OMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-170
Closed -$12.3K – 389
2025
Q2 		$12.3K Sell
170
-630
-79% -$46.5K 0.01% 238
2025
Q1 		$66.9K Hold
800
– – 0.06% 109
2024
Q4 		$69.4K Buy
+800
New +$79.3K 0.06% 123

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Accredited Wealth Management's OMC Position: Q3 2025 in Review

Accredited Wealth Management sold out of Omnicom Group (OMC) in Q3 2025, closing a stake of 170 shares — an estimated $12.3K sold.

Accredited Wealth Management first reported a position in OMC in Q4 2024 and held it in 3 quarters. The position peaked at $69.4K in Q4 2024. 942 funds tracked by Wall St. Rank hold OMC as of Q3 2025.

  • Accredited Wealth Management reported no remaining Omnicom Group position as of Q3 2025 after selling out during the quarter.
  • Accredited Wealth Management sold 170 Omnicom Group shares in Q3 2025, an estimated $12.3K.
  • Accredited Wealth Management first reported a position in Omnicom Group in Q4 2024 and held it in 3 quarters.
  • Accredited Wealth Management's Omnicom Group position peaked at $69.4K in Q4 2024.
  • 942 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.