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Carolinas Wealth Consulting’s Omnicom Group OMC Stock Holding History

Carolinas Wealth Consulting’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
-45
Closed -$3.73K – 657
2025
Q1 		$3.73K Sell
45
-7
-13% -$585 ﹤0.01% 657
2024
Q4 		$4.51K Hold
52
– – ﹤0.01% 657
2024
Q3 		$5.41K Buy
52
+5
+11% +$481 ﹤0.01% 653
2024
Q2 		$4.22K Buy
47
+16
+52% +$1.49K ﹤0.01% 675
2024
Q1 		$3.01K Buy
31
+18
+138% +$1.61K ﹤0.01% 725
2023
Q4 		$1.13K Buy
13
+4
+44% +$315 ﹤0.01% 818
2023
Q3 		$674 Sell
9
-8
-47% -$660 ﹤0.01% 891
2023
Q2 		$1.63K Sell
17
-307
-95% -$28.5K ﹤0.01% 843
2023
Q1 		$30.6K Buy
324
+307
+1,806% +$27.2K 0.01% 427
2022
Q4 		$1.4K Buy
17
+8
+89% +$594 ﹤0.01% 853
2022
Q3 		$1K Sell
9
-6
-40% -$407 ﹤0.01% 844
2022
Q2 		$1K Hold
15
– – ﹤0.01% 849
2022
Q1 		$1K Hold
15
– – ﹤0.01% 873
2021
Q4 		$1K Sell
15
-7
-32% -$498 ﹤0.01% 922
2021
Q3 		$2K Hold
22
– – ﹤0.01% 805
2021
Q2 		$2K Hold
22
– – ﹤0.01% 818
2021
Q1 		$2K Hold
22
– – ﹤0.01% 826
2020
Q4 		$1K Sell
22
-20
-48% -$1.14K ﹤0.01% 828
2020
Q3 		$2K Buy
42
+5
+14% +$268 ﹤0.01% 728
2020
Q2 		$2K Buy
+37
New +$2.01K ﹤0.01% 508

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

Carolinas Wealth Consulting's OMC Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Omnicom Group (OMC) in Q2 2025, closing a stake of 45 shares — an estimated $3.73K sold.

Carolinas Wealth Consulting first reported a position in OMC in Q2 2020 and held it in 20 quarters. The position peaked at $30.6K in Q1 2023. 942 funds tracked by Wall St. Rank hold OMC as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Omnicom Group position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 45 Omnicom Group shares in Q2 2025, an estimated $3.73K.
  • Carolinas Wealth Consulting first reported a position in Omnicom Group in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Omnicom Group position peaked at $30.6K in Q1 2023.
  • 942 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.