Atria Wealth Solutions’s Omnicom Group OMC Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-2,676	Closed	-$224K	–	1764
2025 Q1	$224K	Sell	2,676 -3,789	-59%	-$316K	﹤0.01%	1659
2024 Q4	$558K	Buy	6,465 +1,661	+35%	+$165K	0.01%	1217
2024 Q3	$500K	Buy	+4,804	New	+$462K	0.01%	1246
2024 Q2	–	Sell	-2,292	Closed	-$223K	–	2028
2024 Q1	$223K	Sell	2,292 -111	-5%	-$9.96K	﹤0.01%	1753
2023 Q4	$208K	Buy	+2,403	New	+$189K	﹤0.01%	1751
2023 Q3	–	Sell	-2,128	Closed	-$204K	–	1945
2023 Q2	$204K	Sell	2,128 -3,856	-64%	-$358K	﹤0.01%	1690
2023 Q1	$569K	Buy	5,984 +231	+4%	+$20.5K	0.01%	1055
2022 Q4	$473K	Buy	5,753 +743	+15%	+$55.2K	0.01%	1106
2022 Q3	$316K	Buy	5,010 +264	+6%	+$17.9K	0.01%	1266
2022 Q2	$305K	Sell	4,746 -224	-5%	-$16.6K	0.01%	1207
2022 Q1	$425K	Buy	+4,970	New	+$399K	0.01%	1157

Other funds holding OMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's OMC Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Omnicom Group (OMC) in Q2 2025, closing a stake of 2,676 shares — an estimated $224K sold.

Atria Wealth Solutions first reported a position in OMC in Q1 2022 and held it in 11 quarters. The position peaked at $569K in Q1 2023. 942 funds tracked by Wall St. Rank hold OMC as of Q2 2025.

Atria Wealth Solutions reported no remaining Omnicom Group position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 2,676 Omnicom Group shares in Q2 2025, an estimated $224K.
Atria Wealth Solutions first reported a position in Omnicom Group in Q1 2022 and held it in 11 quarters.
Atria Wealth Solutions's Omnicom Group position peaked at $569K in Q1 2023.
942 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.