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Beverly Hills Private Wealth’s Omnicom Group OMC Stock Holding History

Beverly Hills Private Wealth’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
Q4 		– Sell
-2,950
Closed -$241K – 350
2025
Q3 		$241K Sell
2,950
-208
-7% -$15.7K 0.04% 298
2025
Q2 		$227K Sell
3,158
-188
-6% -$13.9K 0.04% 310
2025
Q1 		$277K Buy
3,346
+728
+28% +$60.8K 0.05% 282
2024
Q4 		$225K Buy
2,618
+484
+23% +$48K 0.05% 305
2024
Q3 		$221K Sell
2,134
-493
-19% -$47.4K 0.04% 312
2024
Q2 		$236K Sell
2,627
-69
-3% -$6.41K 0.05% 307
2024
Q1 		$261K Sell
2,696
-130
-5% -$11.7K 0.06% 299
2023
Q4 		$245K Sell
2,826
-81
-3% -$6.39K 0.06% 288
2023
Q3 		$217K Sell
2,907
-3,033
-51% -$250K 0.06% 268
2023
Q2 		$485K Buy
5,940
+2,965
+100% +$275K 0.08% 234
2023
Q1 		$281K Buy
2,975
+263
+10% +$23.3K 0.09% 226
2022
Q4 		$221K Buy
+2,712
New +$201K 0.1% 208

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Beverly Hills Private Wealth's OMC Position: Q4 2025 in Review

Beverly Hills Private Wealth sold out of Omnicom Group (OMC) in Q4 2025, closing a stake of 2,950 shares — an estimated $241K sold.

Beverly Hills Private Wealth first reported a position in OMC in Q4 2022 and held it in 12 quarters. The position peaked at $485K in Q2 2023. 1,142 funds tracked by Wall St. Rank hold OMC as of Q4 2025.

  • Beverly Hills Private Wealth reported no remaining Omnicom Group position as of Q4 2025 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 2,950 Omnicom Group shares in Q4 2025, an estimated $241K.
  • Beverly Hills Private Wealth first reported a position in Omnicom Group in Q4 2022 and held it in 12 quarters.
  • Beverly Hills Private Wealth's Omnicom Group position peaked at $485K in Q2 2023.
  • 1,142 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2025.

Based on Beverly Hills Private Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.