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Dakota Wealth Management’s Omnicom Group OMC Stock Holding History

Dakota 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 		– Sell
-2,615
Closed -$217K – 801
2025
Q1 		$217K Buy
+2,615
New +$218K 0.01% 701

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Dakota Wealth Management sold out of Omnicom Group (OMC) in Q2 2025, closing a stake of 2,615 shares — an estimated $217K sold.

Dakota Wealth Management first reported a position in OMC in Q1 2025 and held it in 1 quarter. The position peaked at $217K in Q1 2025. 942 funds tracked by Wall St. Rank hold OMC as of Q2 2025.

  • Dakota Wealth Management reported no remaining Omnicom Group position as of Q2 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 2,615 Omnicom Group shares in Q2 2025, an estimated $217K.
  • Dakota Wealth Management first reported a position in Omnicom Group in Q1 2025 and held it in 1 quarter.
  • Dakota Wealth Management's Omnicom Group position peaked at $217K in Q1 2025.
  • 942 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2025.

Based on Dakota Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.