GFWA
OMC icon

Grey Fox Wealth Advisors’s Omnicom Group OMC Stock Holding History

Grey Fox Wealth Advisors’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
2025
Q4 		– Sell
-72
Closed -$5.89K – 457
2025
Q3 		$5.89K Buy
+72
New +$5.44K ﹤0.01% 465
2023
Q2 		– Sell
-66
Closed -$6.27K – 387
2023
Q1 		$6.27K Hold
66
– – ﹤0.01% 337
2022
Q4 		$5.38K Buy
+66
New +$4.9K ﹤0.01% 313

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Grey Fox Wealth Advisors's OMC Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Omnicom Group (OMC) in Q4 2025, closing a stake of 72 shares — an estimated $5.89K sold.

Grey Fox Wealth Advisors first reported a position in OMC in Q4 2022 and held it in 3 quarters. The position peaked at $6.27K in Q1 2023. 1,140 funds tracked by Wall St. Rank hold OMC as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Omnicom Group position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 72 Omnicom Group shares in Q4 2025, an estimated $5.89K.
  • Grey Fox Wealth Advisors first reported a position in Omnicom Group in Q4 2022 and held it in 3 quarters.
  • Grey Fox Wealth Advisors's Omnicom Group position peaked at $6.27K in Q1 2023.
  • 1,140 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.