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Bernard Wealth Management’s Omnicom Group OMC Stock Holding History

Bernard Wealth Management’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
-20
Closed -$1.66K – 366
2025
Q1 		$1.66K Buy
+20
New +$1.67K ﹤0.01% 318

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

Bernard Wealth Management's OMC Position: Q2 2025 in Review

Bernard Wealth Management sold out of Omnicom Group (OMC) in Q2 2025, closing a stake of 20 shares — an estimated $1.66K sold.

Bernard Wealth Management first reported a position in OMC in Q1 2025 and held it in 1 quarter. The position peaked at $1.66K in Q1 2025. 942 funds tracked by Wall St. Rank hold OMC as of Q2 2025.

  • Bernard Wealth Management reported no remaining Omnicom Group position as of Q2 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 20 Omnicom Group shares in Q2 2025, an estimated $1.66K.
  • Bernard Wealth Management first reported a position in Omnicom Group in Q1 2025 and held it in 1 quarter.
  • Bernard Wealth Management's Omnicom Group position peaked at $1.66K in Q1 2025.
  • 942 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.