BSW Wealth Partners’s Omnicom Group OMC Stock Holding History

BSW Wealth 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	-2,656	Closed	-$220K	–	329
2025 Q1	$220K	Buy	+2,656	New	+$222K	0.03%	279
2024 Q4	–	Sell	-2,452	Closed	-$253K	–	325
2024 Q3	$253K	Buy	+2,452	New	+$236K	0.04%	256
2023 Q3	–	Sell	-2,397	Closed	-$228K	–	274
2023 Q2	$228K	Sell	2,397 -128	-5%	-$11.9K	0.05%	235
2023 Q1	$238K	Sell	2,525 -95	-4%	-$8.42K	0.05%	263
2022 Q4	$214K	Buy	+2,620	New	+$195K	0.05%	269
2022 Q2	–	Sell	-2,541	Closed	-$216K	–	302
2022 Q1	$216K	Sell	2,541 -387	-13%	-$31.1K	0.05%	266
2021 Q4	$215K	Sell	2,928 -818	-22%	-$58.2K	0.05%	237
2021 Q3	$271K	Buy	+3,746	New	+$278K	0.08%	203

Other funds holding OMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BSW Wealth Partners's OMC Position: Q2 2025 in Review

BSW Wealth Partners sold out of Omnicom Group (OMC) in Q2 2025, closing a stake of 2,656 shares — an estimated $220K sold.

BSW Wealth Partners first reported a position in OMC in Q3 2021 and held it in 8 quarters. The position peaked at $271K in Q3 2021. 942 funds tracked by Wall St. Rank hold OMC as of Q2 2025.

BSW Wealth Partners reported no remaining Omnicom Group position as of Q2 2025 after selling out during the quarter.
BSW Wealth Partners sold 2,656 Omnicom Group shares in Q2 2025, an estimated $220K.
BSW Wealth Partners first reported a position in Omnicom Group in Q3 2021 and held it in 8 quarters.
BSW Wealth Partners's Omnicom Group position peaked at $271K in Q3 2021.
942 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2025.

Based on BSW Wealth Partners's 13F filing for Q2 2025, filed 18 Jul 2025.