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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return