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Integrated Wealth Concepts’s Omnicom Group OMC Stock Holding History

Integrated Wealth Concepts’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
Q1 		$1.57M Buy
20,808
+4,447
+27% +$345K 0.01% 868
2025
Q4 		$1.32M Buy
16,361
+3,964
+32% +$303K 0.02% 667
2025
Q3 		$1.01M Buy
12,397
+6,770
+120% +$511K 0.01% 975
2025
Q2 		$405K Sell
5,627
-479
-8% -$35.4K ﹤0.01% 1391
2025
Q1 		$506K Sell
6,106
-9
-0.1% -$752 0.01% 1131
2024
Q4 		$526K Sell
6,115
-93
-1% -$9.22K 0.01% 1098
2024
Q3 		$642K Sell
6,208
-423
-6% -$40.7K 0.01% 982
2024
Q2 		$595K Buy
6,631
+1,443
+28% +$134K 0.01% 979
2024
Q1 		$502K Buy
5,188
+201
+4% +$18K 0.01% 1054
2023
Q4 		$431K Buy
4,987
+21
+0.4% +$1.66K 0.01% 1064
2023
Q3 		$370K Sell
4,966
-360
-7% -$29.7K 0.01% 1125
2023
Q2 		$507K Buy
+5,326
New +$494K 0.01% 978
2023
Q1 		– Sell
-3,591
Closed -$293K – 1379
2022
Q4 		$293K Sell
3,591
-6,216
-63% -$461K 0.01% 832
2022
Q3 		$619K Buy
+9,807
New +$665K 0.02% 535
2022
Q2 		– Sell
-2,783
Closed -$236K – 1049
2022
Q1 		$236K Buy
2,783
+16
+0.6% +$1.29K 0.01% 822
2021
Q4 		$203K Sell
2,767
-1,235
-31% -$87.8K 0.01% 935
2021
Q3 		$290K Buy
4,002
+1,213
+43% +$90.1K 0.01% 752
2021
Q2 		$223K Buy
2,789
+7
+0.3% +$569 0.01% 739
2021
Q1 		$206K Buy
+2,782
New +$192K 0.01% 693
2020
Q1 		– Sell
-2,902
Closed -$235K – 462
2019
Q4 		$235K Buy
2,902
+34
+1% +$2.66K 0.02% 421
2019
Q3 		$225K Buy
+2,868
New +$228K 0.03% 384

Other funds holding OMC

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Integrated Wealth Concepts's OMC Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Omnicom Group (OMC) stake by 27% in Q1 2026, buying an estimated $345K and bringing the position to 20,808 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #868.

Integrated Wealth Concepts first reported a position in OMC in Q3 2019 and has held it in 21 quarters since. 1,121 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

  • Integrated Wealth Concepts held 20,808 shares of Omnicom Group worth $1.57M as of Q1 2026.
  • Integrated Wealth Concepts bought 4,447 Omnicom Group shares in Q1 2026, an estimated $345K.
  • Omnicom Group made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #868 holding.
  • Integrated Wealth Concepts first reported a position in Omnicom Group in Q3 2019 and has held it in 21 quarters since.
  • 1,121 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.