AAS
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Avantax Advisory Services’s Omnicom Group OMC Stock Holding History

Avantax Advisory Services’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 		$1.87M Buy
26,020
+6,815
+35% +$503K 0.01% 833
2025
Q1 		$1.59M Buy
19,205
+2,168
+13% +$181K 0.01% 865
2024
Q4 		$1.47M Buy
17,037
+1,184
+7% +$117K 0.01% 874
2024
Q3 		$1.64M Sell
15,853
-1,494
-9% -$144K 0.01% 788
2024
Q2 		$1.56M Buy
17,347
+6,032
+53% +$560K 0.01% 763
2024
Q1 		$1.09M Buy
11,315
+950
+9% +$85.3K 0.01% 714
2023
Q4 		$897K Buy
10,365
+1,321
+15% +$104K 0.01% 746
2023
Q3 		$674K Buy
9,044
+1,121
+14% +$92.4K 0.01% 823
2023
Q2 		$754K Sell
7,923
-1,108
-12% -$103K 0.01% 787
2023
Q1 		$852K Sell
9,031
-881
-9% -$78K 0.01% 711
2022
Q4 		$809K Buy
9,912
+57
+0.6% +$4.23K 0.01% 697
2022
Q3 		$622K Buy
9,855
+521
+6% +$35.3K 0.01% 693
2022
Q2 		$594K Buy
9,334
+1,133
+14% +$83.8K 0.01% 713
2022
Q1 		$695K Buy
8,201
+1,913
+30% +$154K 0.01% 663
2021
Q4 		$461K Buy
6,288
+3,389
+117% +$241K 0.01% 794
2021
Q3 		$213K Buy
+2,899
New +$215K ﹤0.01% 1083
2021
Q1 		– Sell
-6,491
Closed -$405K – 1064
2020
Q4 		$405K Sell
6,491
-1,380
-18% -$78.9K 0.01% 619
2020
Q3 		$391K Buy
7,871
+256
+3% +$13.7K 0.01% 900
2020
Q2 		$414K Sell
7,615
-64
-0.8% -$3.48K 0.01% 531
2020
Q1 		$420K Buy
7,679
+45
+0.6% +$3.19K 0.01% 476
2019
Q4 		$619K Buy
7,634
+4,071
+114% +$319K 0.01% 424
2019
Q3 		$278K Buy
+3,563
New +$283K 0.01% 457

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's OMC Position: Q2 2025 in Review

Avantax Advisory Services increased its Omnicom Group (OMC) stake by 35% in Q2 2025, buying an estimated $503K and bringing the position to 26,020 shares worth $1.87M. The position accounts for 0.01% of the portfolio, ranked #833.

Avantax Advisory Services first reported a position in OMC in Q3 2019 and has held it in 22 quarters since. 942 funds tracked by Wall St. Rank hold OMC as of Q2 2025.

  • Avantax Advisory Services held 26,020 shares of Omnicom Group worth $1.87M as of Q2 2025.
  • Avantax Advisory Services bought 6,815 Omnicom Group shares in Q2 2025, an estimated $503K.
  • Omnicom Group made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #833 holding.
  • Avantax Advisory Services first reported a position in Omnicom Group in Q3 2019 and has held it in 22 quarters since.
  • 942 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.