HWM
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HB Wealth Management’s Omnicom Group OMC Stock Holding History

HB 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
Q2 		$933K Sell
12,817
-3,783
-23% -$285K 0.01% 778
2026
Q1 		$1.25M Buy
16,600
+3,588
+28% +$278K 0.01% 581
2025
Q4 		$1.05M Buy
13,012
+6,955
+115% +$531K 0.01% 605
2025
Q3 		$494K Buy
6,057
+648
+12% +$48.9K ﹤0.01% 860
2025
Q2 		$389K Sell
5,409
-833
-13% -$61.5K ﹤0.01% 835
2025
Q1 		$518K Buy
6,242
+956
+18% +$79.8K ﹤0.01% 753
2024
Q4 		$455K Buy
5,286
+1,062
+25% +$105K ﹤0.01% 650
2024
Q3 		$437K Sell
4,224
-17
-0.4% -$1.63K ﹤0.01% 630
2024
Q2 		$380K Buy
4,241
+897
+27% +$83.3K ﹤0.01% 629
2024
Q1 		$324K Buy
3,344
+2
+0.1% +$179 ﹤0.01% 634
2023
Q4 		$289K Buy
3,342
+588
+21% +$46.4K ﹤0.01% 629
2023
Q3 		$205K Buy
+2,754
New +$227K ﹤0.01% 707

Other funds holding OMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

HB Wealth Management's OMC Position: Q2 2026 in Review

HB Wealth Management reduced its Omnicom Group (OMC) stake by 23% in Q2 2026, selling an estimated $285K and leaving 12,817 shares worth $933K. The position accounts for 0.01% of the portfolio, ranked #778.

HB Wealth Management first reported a position in OMC in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.25M in Q1 2026. 1,092 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • HB Wealth Management held 12,817 shares of Omnicom Group worth $933K as of Q2 2026.
  • HB Wealth Management sold 3,783 Omnicom Group shares in Q2 2026, an estimated $285K.
  • Omnicom Group made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #778 holding.
  • HB Wealth Management first reported a position in Omnicom Group in Q3 2023 and has held it in 12 quarters since.
  • HB Wealth Management's Omnicom Group position peaked at $1.25M in Q1 2026.
  • 1,092 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.