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Congress Wealth Management’s Omnicom Group OMC Stock Holding History

Congress 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 		$11.9M Buy
165,688
+96,540
+140% +$7.13M 0.12% 213
2025
Q1 		$5.73M Buy
69,148
+1,179
+2% +$98.5K 0.07% 308
2024
Q4 		$5.85M Sell
67,969
-66,633
-50% -$6.61M 0.08% 268
2024
Q3 		$13.9M Buy
134,602
+47,781
+55% +$4.59M 0.19% 163
2024
Q2 		$7.79M Buy
+86,821
New +$8.06M 0.12% 202

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Wealth Management's OMC Position: Q2 2025 in Review

Congress Wealth Management increased its Omnicom Group (OMC) stake by 140% in Q2 2025, buying an estimated $7.13M and bringing the position to 165,688 shares worth $11.9M. The position accounts for 0.12% of the portfolio, ranked #213.

Congress Wealth Management first reported a position in OMC in Q2 2024 and has held it in 5 quarters since. The position peaked at $13.9M in Q3 2024. 942 funds tracked by Wall St. Rank hold OMC as of Q2 2025.

  • Congress Wealth Management held 165,688 shares of Omnicom Group worth $11.9M as of Q2 2025.
  • Congress Wealth Management bought 96,540 Omnicom Group shares in Q2 2025, an estimated $7.13M.
  • Omnicom Group made up 0.12% of Congress Wealth Management's portfolio in Q2 2025, its #213 holding.
  • Congress Wealth Management first reported a position in Omnicom Group in Q2 2024 and has held it in 5 quarters since.
  • Congress Wealth Management's Omnicom Group position peaked at $13.9M in Q3 2024.
  • 942 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2025.

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