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 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 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

Dynamic Wealth Strategies's OMC Position: Q1 2026 in Review

Dynamic Wealth Strategies reduced its Omnicom Group (OMC) stake by 30% in Q1 2026, selling an estimated $15.7K and leaving 479 shares worth $36.1K. The position accounts for 0.02% of the portfolio, ranked #173.

Dynamic Wealth Strategies first reported a position in OMC in Q4 2023 and has held it in 9 quarters since. The position peaked at $161K in Q1 2024. 1,121 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

Dynamic Wealth Strategies held 479 shares of Omnicom Group worth $36.1K as of Q1 2026.
Dynamic Wealth Strategies sold 203 Omnicom Group shares in Q1 2026, an estimated $15.7K.
Omnicom Group made up 0.02% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #173 holding.
Dynamic Wealth Strategies first reported a position in Omnicom Group in Q4 2023 and has held it in 9 quarters since.
Dynamic Wealth Strategies's Omnicom Group position peaked at $161K in Q1 2024.
1,121 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.