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Dynamic Wealth Strategies’s Omnicom Group OMC Stock Holding History

Dynamic Wealth Strategies’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 		$33.4K Sell
459
-20
-4% -$1.5K 0.02% 178
2026
Q1 		$36.1K Sell
479
-203
-30% -$15.7K 0.02% 173
2025
Q4 		$55.1K Sell
682
-115
-14% -$8.79K 0.03% 134
2025
Q3 		$65K Buy
797
+33
+4% +$2.49K 0.04% 121
2025
Q2 		$55K Sell
764
-471
-38% -$34.8K 0.04% 120
2025
Q1 		$102K Buy
+1,235
New +$103K 0.09% 102
2024
Q4 		– Sell
-1,264
Closed -$131K – 180
2024
Q3 		$131K Sell
1,264
-36
-3% -$3.46K 0.11% 92
2024
Q2 		$117K Sell
1,300
-365
-22% -$33.9K 0.1% 92
2024
Q1 		$161K Buy
1,665
+84
+5% +$7.54K 0.14% 77
2023
Q4 		$137K Buy
+1,581
New +$125K 0.13% 79

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

Dynamic Wealth Strategies's OMC Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its Omnicom Group (OMC) stake by 4.2% in Q2 2026, selling an estimated $1.5K and leaving 459 shares worth $33.4K. The position accounts for 0.02% of the portfolio, ranked #178.

Dynamic Wealth Strategies first reported a position in OMC in Q4 2023 and has held it in 10 quarters since. The position peaked at $161K in Q1 2024. 1,098 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • Dynamic Wealth Strategies held 459 shares of Omnicom Group worth $33.4K as of Q2 2026.
  • Dynamic Wealth Strategies sold 20 Omnicom Group shares in Q2 2026, an estimated $1.5K.
  • Omnicom Group made up 0.02% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #178 holding.
  • Dynamic Wealth Strategies first reported a position in Omnicom Group in Q4 2023 and has held it in 10 quarters since.
  • Dynamic Wealth Strategies's Omnicom Group position peaked at $161K in Q1 2024.
  • 1,098 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.