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Castleview Partners’s Omnicom Group OMC Stock Holding History

Castleview 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
Q1 		– Sell
-118
Closed -$10.2K – 438
2024
Q4 		$10.2K Hold
118
– – 0.01% 580
2024
Q3 		$12.2K Hold
118
– – 0.01% 526
2024
Q2 		$10.6K Buy
118
+52
+79% +$4.83K 0.01% 514
2024
Q1 		$6.39K Hold
66
– – ﹤0.01% 585
2023
Q4 		$5.71K Hold
66
– – ﹤0.01% 566
2023
Q3 		$4.92K Hold
66
– – ﹤0.01% 488
2023
Q2 		$6.28K Hold
66
– – 0.01% 484
2023
Q1 		$6.23K Hold
66
– – 0.01% 477
2022
Q4 		$5.38K Hold
66
– – 0.01% 441
2022
Q3 		$4K Sell
66
-4,184
-98% -$284K ﹤0.01% 473
2022
Q2 		$6.23K Buy
4,250
+4,184
+6,339% +$310K 0.01% 511
2022
Q1 		$5K Buy
+66
New +$5.3K ﹤0.01% 569

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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Castleview Partners's OMC Position: Q1 2025 in Review

Castleview Partners sold out of Omnicom Group (OMC) in Q1 2025, closing a stake of 118 shares — an estimated $10.2K sold.

Castleview Partners first reported a position in OMC in Q1 2022 and held it in 12 quarters. The position peaked at $12.2K in Q3 2024. 982 funds tracked by Wall St. Rank hold OMC as of Q1 2025.

  • Castleview Partners reported no remaining Omnicom Group position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 118 Omnicom Group shares in Q1 2025, an estimated $10.2K.
  • Castleview Partners first reported a position in Omnicom Group in Q1 2022 and held it in 12 quarters.
  • Castleview Partners's Omnicom Group position peaked at $12.2K in Q3 2024.
  • 982 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.