CW
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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
Q2 		– Sell
-3,220
Closed -$243K – 1255
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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

CreativeOne Wealth's OMC Position: Q2 2026 in Review

CreativeOne Wealth sold out of Omnicom Group (OMC) in Q2 2026, closing a stake of 3,220 shares — an estimated $243K sold.

CreativeOne Wealth first reported a position in OMC in Q3 2022 and held it in 9 quarters. The position peaked at $363K in Q3 2024. 1,098 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • CreativeOne Wealth reported no remaining Omnicom Group position as of Q2 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 3,220 Omnicom Group shares in Q2 2026, an estimated $243K.
  • CreativeOne Wealth first reported a position in Omnicom Group in Q3 2022 and held it in 9 quarters.
  • CreativeOne Wealth's Omnicom Group position peaked at $363K in Q3 2024.
  • 1,098 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.