AWE
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Avidian Wealth Enterprises’s Omnicom Group OMC Stock Holding History

Avidian Wealth Enterprises’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
2026
Q3 		$234K Buy
3,177
+346
+12% +$28.3K 0.01% 680
2026
Q2 		$206K Buy
+2,831
New +$213K 0.01% 697

Other funds holding OMC

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return

Avidian Wealth Enterprises's OMC Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Omnicom Group (OMC) stake by 12% in Q3 2026, buying an estimated $28.3K and bringing the position to 3,177 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #680.

Avidian Wealth Enterprises first reported a position in OMC in Q2 2026 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold OMC as of Q3 2026.

  • Avidian Wealth Enterprises held 3,177 shares of Omnicom Group worth $234K as of Q3 2026.
  • Avidian Wealth Enterprises bought 346 Omnicom Group shares in Q3 2026, an estimated $28.3K.
  • Omnicom Group made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #680 holding.
  • Avidian Wealth Enterprises first reported a position in Omnicom Group in Q2 2026 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.