Crux Wealth Advisors’s Omnicom Group OMC Stock Holding History

Crux Wealth Advisors’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	$960K	Sell	13,175 -390	-3%	-$29.4K	0.33%	80
2026 Q1	$1.02M	Buy	13,565 +392	+3%	+$30.4K	0.39%	77
2025 Q4	$1.06M	Buy	13,173 +217	+2%	+$16.6K	0.4%	76
2025 Q3	$1.06M	Buy	12,956 +6,756	+109%	+$510K	0.42%	69
2025 Q2	$446K	Buy	6,200 +2,902	+88%	+$214K	0.19%	119
2025 Q1	$273K	Buy	+3,298	New	+$275K	0.14%	150

Other funds holding OMC

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Crux Wealth Advisors's OMC Position: Q2 2026 in Review

Crux Wealth Advisors reduced its Omnicom Group (OMC) stake by 2.9% in Q2 2026, selling an estimated $29.4K and leaving 13,175 shares worth $960K. The position accounts for 0.33% of the portfolio, ranked #80.

Crux Wealth Advisors first reported a position in OMC in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.06M in Q4 2025. 211 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

Crux Wealth Advisors held 13,175 shares of Omnicom Group worth $960K as of Q2 2026.
Crux Wealth Advisors sold 390 Omnicom Group shares in Q2 2026, an estimated $29.4K.
Omnicom Group made up 0.33% of Crux Wealth Advisors's portfolio in Q2 2026, its #80 holding.
Crux Wealth Advisors first reported a position in Omnicom Group in Q1 2025 and has held it in 6 quarters since.
Crux Wealth Advisors's Omnicom Group position peaked at $1.06M in Q4 2025.
211 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.