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Cherry Tree Wealth Management’s Omnicom Group OMC Stock Holding History

Cherry Tree 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
Q2 		– Sell
-112
Closed -$9.29K – 711
2025
Q1 		$9.29K Buy
+112
New +$9.35K ﹤0.01% 437

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

Cherry Tree Wealth Management's OMC Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Omnicom Group (OMC) in Q2 2025, closing a stake of 112 shares — an estimated $9.29K sold.

Cherry Tree Wealth Management first reported a position in OMC in Q1 2025 and held it in 1 quarter. The position peaked at $9.29K in Q1 2025. 942 funds tracked by Wall St. Rank hold OMC as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Omnicom Group position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 112 Omnicom Group shares in Q2 2025, an estimated $9.29K.
  • Cherry Tree Wealth Management first reported a position in Omnicom Group in Q1 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Omnicom Group position peaked at $9.29K in Q1 2025.
  • 942 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.