GeoWealth Management
OMC icon

GeoWealth Management’s Omnicom Group OMC Stock Holding History

GeoWealth 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
Q3 		$1.51M Buy
20,470
+1,026
+5% +$83.8K 0.05% 230
2026
Q2 		$1.42M Buy
19,444
+93
+0.5% +$7K 0.04% 244
2026
Q1 		$1.46M Buy
19,351
+2,202
+13% +$171K 0.05% 213
2025
Q4 		$1.38M Buy
17,149
+1,549
+10% +$118K 0.05% 218
2025
Q3 		$1.27M Buy
15,600
+13,068
+516% +$987K 0.05% 251
2025
Q2 		$182K Buy
2,532
+342
+16% +$25.3K 0.01% 686
2025
Q1 		$182K Sell
2,190
-3,662
-63% -$306K 0.01% 681
2024
Q4 		$504K Buy
5,852
+3,074
+111% +$305K 0.02% 466
2024
Q3 		$287K Sell
2,778
-114
-4% -$11K 0.01% 618
2024
Q2 		$259K Sell
2,892
-246
-8% -$22.8K 0.01% 616
2024
Q1 		$304K Buy
+3,138
New +$282K 0.01% 571

Other funds holding OMC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

GeoWealth Management's OMC Position: Q3 2026 in Review

GeoWealth Management increased its Omnicom Group (OMC) stake by 5.3% in Q3 2026, buying an estimated $83.8K and bringing the position to 20,470 shares worth $1.51M. The position accounts for 0.05% of the portfolio, ranked #230.

GeoWealth Management first reported a position in OMC in Q1 2024 and has held it in 11 quarters since. 924 funds tracked by Wall St. Rank hold OMC as of Q3 2026.

  • GeoWealth Management held 20,470 shares of Omnicom Group worth $1.51M as of Q3 2026.
  • GeoWealth Management bought 1,026 Omnicom Group shares in Q3 2026, an estimated $83.8K.
  • Omnicom Group made up 0.05% of GeoWealth Management's portfolio in Q3 2026, its #230 holding.
  • GeoWealth Management first reported a position in Omnicom Group in Q1 2024 and has held it in 11 quarters since.
  • 924 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2026.

Based on GeoWealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.