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Dynasty Wealth Management’s Omnicom Group OMC Stock Holding History

Dynasty 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
2026
Q1 		– Sell
-3,766
Closed -$304K – 372
2025
Q4 		$304K Sell
3,766
-3,376
-47% -$258K ﹤0.01% 288
2025
Q3 		$582K Sell
7,142
-5,991
-46% -$452K 0.01% 209
2025
Q2 		$945K Buy
13,133
+1,467
+13% +$108K 0.02% 134
2025
Q1 		$967K Buy
11,666
+415
+4% +$34.7K 0.02% 144
2024
Q4 		$968K Sell
11,251
-770
-6% -$76.3K 0.02% 149
2024
Q3 		$1.24M Buy
12,021
+1,505
+14% +$145K 0.04% 119
2024
Q2 		$943K Buy
10,516
+589
+6% +$54.7K 0.03% 139
2024
Q1 		$961K Buy
+9,927
New +$891K 0.03% 133

Other funds holding OMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dynasty Wealth Management's OMC Position: Q1 2026 in Review

Dynasty Wealth Management sold out of Omnicom Group (OMC) in Q1 2026, closing a stake of 3,766 shares — an estimated $304K sold.

Dynasty Wealth Management first reported a position in OMC in Q1 2024 and held it in 8 quarters. The position peaked at $1.24M in Q3 2024. 1,132 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

  • Dynasty Wealth Management reported no remaining Omnicom Group position as of Q1 2026 after selling out during the quarter.
  • Dynasty Wealth Management sold 3,766 Omnicom Group shares in Q1 2026, an estimated $304K.
  • Dynasty Wealth Management first reported a position in Omnicom Group in Q1 2024 and held it in 8 quarters.
  • Dynasty Wealth Management's Omnicom Group position peaked at $1.24M in Q3 2024.
  • 1,132 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.