CreativeOne Wealth’s Omnicom Group OMC Stock Holding History

CreativeOne Wealth’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
2026 Q1	$243K	Buy	3,220 +119	+4%	+$9.23K	0.01%	1061
2025 Q4	$250K	Buy	+3,101	New	+$237K	0.01%	1035
2025 Q2	–	Sell	-2,867	Closed	-$238K	–	1162
2025 Q1	$238K	Sell	2,867 -546	-16%	-$45.6K	0.01%	945
2024 Q4	$294K	Sell	3,413 -94	-3%	-$9.32K	0.01%	887
2024 Q3	$363K	Buy	+3,507	New	+$337K	0.01%	724
2024 Q2	–	Sell	-3,735	Closed	-$361K	–	874
2024 Q1	$361K	Buy	+3,735	New	+$335K	0.01%	668
2023 Q3	–	Sell	-2,687	Closed	-$256K	–	748
2023 Q2	$256K	Buy	2,687 +442	+20%	+$41K	0.01%	692
2023 Q1	$212K	Buy	+2,245	New	+$199K	0.01%	735
2022 Q4	–	Sell	-3,991	Closed	-$252K	–	763
2022 Q3	$252K	Buy	+3,991	New	+$271K	0.02%	598

Other funds holding OMC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CreativeOne Wealth's OMC Position: Q1 2026 in Review

CreativeOne Wealth increased its Omnicom Group (OMC) stake by 3.8% in Q1 2026, buying an estimated $9.23K and bringing the position to 3,220 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #1061.

CreativeOne Wealth first reported a position in OMC in Q3 2022 and has held it in 9 quarters since. The position peaked at $363K in Q3 2024. 1,121 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

CreativeOne Wealth held 3,220 shares of Omnicom Group worth $243K as of Q1 2026.
CreativeOne Wealth bought 119 Omnicom Group shares in Q1 2026, an estimated $9.23K.
Omnicom Group made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #1061 holding.
CreativeOne Wealth first reported a position in Omnicom Group in Q3 2022 and has held it in 9 quarters since.
CreativeOne Wealth's Omnicom Group position peaked at $363K in Q3 2024.
1,121 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.