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Avantax Planning Partners’s Omnicom Group OMC Stock Holding History

Avantax Planning Partners’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
-2,573
Closed -$213K – 459
2025
Q1 		$213K Hold
2,573
– – 0.01% 401
2024
Q4 		$221K Hold
2,573
– – 0.01% 395
2024
Q3 		$266K Sell
2,573
-32
-1% -$3.08K 0.01% 357
2024
Q2 		$234K Hold
2,605
– – 0.01% 407
2024
Q1 		$252K Sell
2,605
-719
-22% -$64.5K 0.01% 394
2023
Q4 		$288K Sell
3,324
-2
-0.1% -$158 0.01% 302
2023
Q3 		$248K Sell
3,326
-402
-11% -$33.1K 0.01% 310
2023
Q2 		$355K Buy
3,728
+129
+4% +$12K 0.01% 268
2023
Q1 		$340K Buy
3,599
+269
+8% +$23.8K 0.01% 270
2022
Q4 		$272K Buy
+3,330
New +$247K 0.01% 311
2018
Q4 		– Sell
-395
Closed -$27K – 915
2018
Q3 		$27K Buy
+395
New +$27.7K ﹤0.01% 631
2018
Q2 		– Sell
-506
Closed -$37K – 1081
2018
Q1 		$37K Buy
+506
New +$37.9K ﹤0.01% 592

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avantax Planning Partners's OMC Position: Q2 2025 in Review

Avantax Planning Partners sold out of Omnicom Group (OMC) in Q2 2025, closing a stake of 2,573 shares — an estimated $213K sold.

Avantax Planning Partners first reported a position in OMC in Q1 2018 and held it in 12 quarters. The position peaked at $355K in Q2 2023. 942 funds tracked by Wall St. Rank hold OMC as of Q2 2025.

  • Avantax Planning Partners reported no remaining Omnicom Group position as of Q2 2025 after selling out during the quarter.
  • Avantax Planning Partners sold 2,573 Omnicom Group shares in Q2 2025, an estimated $213K.
  • Avantax Planning Partners first reported a position in Omnicom Group in Q1 2018 and held it in 12 quarters.
  • Avantax Planning Partners's Omnicom Group position peaked at $355K in Q2 2023.
  • 942 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2025.

Based on Avantax Planning Partners's 13F filing for Q2 2025, filed 11 Aug 2025.