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HeadInvest LLC’s Omnicom Group OMC Stock Holding History

HeadInvest LLC’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
-2,889
Closed -$236K – 218
2025
Q3 		$236K Sell
2,889
-716
-20% -$54.1K 0.05% 199
2025
Q2 		$259K Sell
3,605
-136
-4% -$10K 0.06% 192
2025
Q1 		$310K Hold
3,741
– – 0.06% 190
2024
Q4 		$322K Hold
3,741
– – 0.06% 186
2024
Q3 		$387K Hold
3,741
– – 0.07% 171
2024
Q2 		$336K Hold
3,741
– – 0.07% 170
2024
Q1 		$362K Sell
3,741
-28
-0.7% -$2.51K 0.07% 172
2023
Q4 		$326K Hold
3,769
– – 0.07% 177
2023
Q3 		$276K Hold
3,769
– – 0.06% 183
2023
Q2 		$301K Sell
3,769
-107
-3% -$9.93K 0.06% 180
2023
Q1 		$366K Hold
3,876
– – 0.08% 164
2022
Q4 		$316K Sell
3,876
-353
-8% -$26.2K 0.07% 175
2022
Q3 		$267K Buy
4,229
+55
+1% +$3.73K 0.06% 182
2022
Q2 		$266K Hold
4,174
– – 0.06% 184
2022
Q1 		$354K Sell
4,174
-95
-2% -$7.63K 0.07% 174
2021
Q4 		$313K Buy
4,269
+65
+2% +$4.62K 0.06% 191
2021
Q3 		$305K Sell
4,204
-121
-3% -$8.99K 0.06% 184
2021
Q2 		$345K Buy
4,325
+159
+4% +$12.9K 0.07% 173
2021
Q1 		$308K Buy
4,166
+784
+23% +$54.1K 0.06% 180
2020
Q4 		$211K Buy
+3,382
New +$193K 0.04% 204

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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 $761B AUM 31.28% 1-Year Est. Return