GoalVest Advisory’s Omnicom Group OMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.69K Buy
+37
New +$2.79K ﹤0.01% 431
2026
Q1
Sell
-73
Closed -$5.89K 522
2025
Q4
$5.89K Buy
+73
New +$5.58K ﹤0.01% 465
2025
Q2
Sell
-3
Closed -$249 488
2025
Q1
$249 Buy
+3
New +$251 ﹤0.01% 425

Other funds holding OMC

GoalVest Advisory's OMC Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Omnicom Group (OMC) in Q2 2026: 37 shares worth $2.69K. The stake represents ﹤0.01% of the portfolio and ranks #431 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in OMC as recently as Q4 2025.

GoalVest Advisory first reported a position in OMC in Q1 2025 and has held it in 3 quarters since. The position peaked at $5.89K in Q4 2025. 1,098 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • GoalVest Advisory held 37 shares of Omnicom Group worth $2.69K as of Q2 2026.
  • Omnicom Group was a new GoalVest Advisory position in Q2 2026.
  • Omnicom Group made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #431 holding.
  • GoalVest Advisory first reported a position in Omnicom Group in Q1 2025 and has held it in 3 quarters since.
  • GoalVest Advisory's Omnicom Group position peaked at $5.89K in Q4 2025.
  • 1,098 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.