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CarsonAllaria Wealth Management’s Omnicom Group OMC Stock Holding History

CarsonAllaria 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
Q3 		– Sell
-1,821
Closed -$131K – 251
2025
Q2 		$131K Sell
1,821
-51
-3% -$3.77K 0.07% 91
2025
Q1 		$155K Buy
1,872
+71
+4% +$5.93K 0.09% 81
2024
Q4 		$155K Sell
1,801
-339
-16% -$33.6K 0.09% 77
2024
Q3 		$221K Sell
2,140
-242
-10% -$23.3K 0.13% 63
2024
Q2 		$214K Sell
2,382
-357
-13% -$33.1K 0.13% 62
2024
Q1 		$265K Sell
2,739
-532
-16% -$47.7K 0.17% 52
2023
Q4 		$283K Sell
3,271
-112
-3% -$8.83K 0.2% 50
2023
Q3 		$252K Buy
3,383
+31
+0.9% +$2.56K 0.2% 54
2023
Q2 		$319K Sell
3,352
-67
-2% -$6.22K 0.25% 48
2023
Q1 		$323K Sell
3,419
-106
-3% -$9.39K 0.27% 44
2022
Q4 		$288K Buy
3,525
+18
+0.5% +$1.34K 0.25% 50
2022
Q3 		$221K Buy
3,507
+31
+0.9% +$2.1K 0.21% 61
2022
Q2 		$221K Buy
3,476
+18
+0.5% +$1.33K 0.21% 61
2022
Q1 		$294K Buy
3,458
+485
+16% +$39K 0.26% 49
2021
Q4 		$218K Buy
+2,973
New +$211K 0.19% 61

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

CarsonAllaria Wealth Management's OMC Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Omnicom Group (OMC) in Q3 2025, closing a stake of 1,821 shares — an estimated $131K sold.

CarsonAllaria Wealth Management first reported a position in OMC in Q4 2021 and held it in 15 quarters. The position peaked at $323K in Q1 2023. 942 funds tracked by Wall St. Rank hold OMC as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Omnicom Group position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 1,821 Omnicom Group shares in Q3 2025, an estimated $131K.
  • CarsonAllaria Wealth Management first reported a position in Omnicom Group in Q4 2021 and held it in 15 quarters.
  • CarsonAllaria Wealth Management's Omnicom Group position peaked at $323K in Q1 2023.
  • 942 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.