Creative Planning’s Omnicom Group OMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$10.2M Buy
135,545
+7,845
+6% +$609K 0.01% 682
2025
Q4
$10.3M Buy
127,700
+62,051
+95% +$4.74M 0.01% 613
2025
Q3
$5.35M Buy
65,649
+13,427
+26% +$1.01M ﹤0.01% 835
2025
Q2
$3.76M Sell
52,222
-7,867
-13% -$581K ﹤0.01% 904
2025
Q1
$4.98M Sell
60,089
-103
-0.2% -$8.6K ﹤0.01% 709
2024
Q4
$5.18M Buy
60,192
+581
+1% +$57.6K 0.01% 650
2024
Q3
$6.16M Buy
59,611
+808
+1% +$77.7K 0.01% 574
2024
Q2
$5.27M Buy
58,803
+2,787
+5% +$259K 0.01% 595
2024
Q1
$5.42M Buy
56,016
+3,177
+6% +$285K 0.01% 576
2023
Q4
$4.57M Buy
52,839
+1,628
+3% +$128K 0.01% 588
2023
Q3
$3.81M Buy
51,211
+13,476
+36% +$1.11M 0.01% 609
2023
Q2
$3.59M Buy
37,735
+7,607
+25% +$706K ﹤0.01% 614
2023
Q1
$2.84M Buy
30,128
+4,619
+18% +$409K ﹤0.01% 660
2022
Q4
$2.08M Buy
25,509
+1,771
+7% +$131K ﹤0.01% 733
2022
Q3
$1.5M Buy
23,738
+8,068
+51% +$547K ﹤0.01% 791
2022
Q2
$997K Buy
15,670
+1,998
+15% +$148K ﹤0.01% 981
2022
Q1
$1.16M Buy
13,672
+3,308
+32% +$266K ﹤0.01% 921
2021
Q4
$759K Buy
10,364
+311
+3% +$22.1K ﹤0.01% 1081
2021
Q3
$728K Buy
10,053
+2,311
+30% +$172K ﹤0.01% 1101
2021
Q2
$619K Sell
7,742
-1,629
-17% -$132K ﹤0.01% 1165
2021
Q1
$695K Buy
9,371
+193
+2% +$13.3K ﹤0.01% 1229
2020
Q4
$572K Buy
9,178
+3,841
+72% +$220K ﹤0.01% 1239
2020
Q3
$264K Sell
5,337
-136
-2% -$7.28K ﹤0.01% 1501
2020
Q2
$299K Sell
5,473
-119
-2% -$6.47K ﹤0.01% 1307
2020
Q1
$307K Sell
5,592
-680
-11% -$48.3K ﹤0.01% 1174
2019
Q4
$508K Sell
6,272
-326
-5% -$25.5K ﹤0.01% 1104
2019
Q3
$517K Sell
6,598
-394
-6% -$31.3K ﹤0.01% 1043
2019
Q2
$573K Buy
6,992
+1,314
+23% +$104K ﹤0.01% 1007
2019
Q1
$414K Buy
5,678
+1,622
+40% +$122K ﹤0.01% 1142
2018
Q4
$297K Sell
4,056
-57
-1% -$4.23K ﹤0.01% 1235
2018
Q3
$280K Sell
4,113
-134
-3% -$9.4K ﹤0.01% 1446
2018
Q2
$324K Sell
4,247
-284
-6% -$21K ﹤0.01% 1333
2018
Q1
$329K Sell
4,531
-982
-18% -$73.6K ﹤0.01% 1296
2017
Q4
$402K Buy
5,513
+817
+17% +$58.6K ﹤0.01% 1195
2017
Q3
$348K Buy
4,696
+7
+0.1% +$539 ﹤0.01% 1243
2017
Q2
$389K Buy
4,689
+243
+5% +$20.3K ﹤0.01% 1152
2017
Q1
$383K Sell
4,446
-383
-8% -$32.7K ﹤0.01% 1129
2016
Q4
$411K Sell
4,829
-107
-2% -$8.97K ﹤0.01% 1023
2016
Q3
$420K Buy
4,936
+728
+17% +$61K ﹤0.01% 983
2016
Q2
$343K Buy
4,208
+985
+31% +$81.9K ﹤0.01% 961
2016
Q1
$268K Buy
3,223
+519
+19% +$39.1K ﹤0.01% 1067
2015
Q4
$205K Sell
2,704
-62
-2% -$4.55K ﹤0.01% 1184
2015
Q3
$182K Buy
+2,766
New +$194K ﹤0.01% 1246
2015
Q2
Sell
-2,808
Closed -$219K 2397
2015
Q1
$219K Buy
2,808
+375
+15% +$28.6K ﹤0.01% 1148
2014
Q4
$188K Buy
2,433
+588
+32% +$42.9K ﹤0.01% 1174
2014
Q3
$127K Buy
1,845
+600
+48% +$42.8K ﹤0.01% 1320
2014
Q2
$89K Sell
1,245
-45
-3% -$3.13K ﹤0.01% 1512
2014
Q1
$94K Hold
1,290
﹤0.01% 1437
2013
Q4
$96K Buy
1,290
+1
+0.1% +$69 ﹤0.01% 1215
2013
Q3
$82K Sell
1,289
-282
-18% -$18K ﹤0.01% 1235
2013
Q2
$99K Buy
+1,571
New +$96.3K ﹤0.01% 998

Other funds holding OMC

Creative Planning's OMC Position: Q1 2026 in Review

Creative Planning increased its Omnicom Group (OMC) stake by 6.1% in Q1 2026, buying an estimated $609K and bringing the position to 135,545 shares worth $10.2M. The position accounts for 0.01% of the portfolio, ranked #682.

Creative Planning first reported a position in OMC in Q2 2013 and has held it in 51 quarters since. The position peaked at $10.3M in Q4 2025. 1,121 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

  • Creative Planning held 135,545 shares of Omnicom Group worth $10.2M as of Q1 2026.
  • Creative Planning bought 7,845 Omnicom Group shares in Q1 2026, an estimated $609K.
  • Omnicom Group made up 0.01% of Creative Planning's portfolio in Q1 2026, its #682 holding.
  • Creative Planning first reported a position in Omnicom Group in Q2 2013 and has held it in 51 quarters since.
  • Creative Planning's Omnicom Group position peaked at $10.3M in Q4 2025.
  • 1,121 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.