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Litman Gregory Wealth Management’s Omnicom Group OMC Stock Holding History

Litman Gregory 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
2025
Q4 		$808 Buy
+10
New +$764 ﹤0.01% 331
2018
Q2 		– Sell
-490
Closed -$36K – 147
2018
Q1 		$36K Buy
+490
New +$36.7K 0.01% 113

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Litman Gregory Wealth Management's OMC Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Omnicom Group (OMC) in Q4 2025: 10 shares worth $808. The stake represents ﹤0.01% of the portfolio and ranks #331 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in OMC as recently as Q1 2018.

Litman Gregory Wealth Management first reported a position in OMC in Q1 2018 and has held it in 2 quarters since. The position peaked at $36K in Q1 2018. 1,141 funds tracked by Wall St. Rank hold OMC as of Q4 2025.

  • Litman Gregory Wealth Management held 10 shares of Omnicom Group worth $808 as of Q4 2025.
  • Omnicom Group was a new Litman Gregory Wealth Management position in Q4 2025.
  • Omnicom Group made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #331 holding.
  • Litman Gregory Wealth Management first reported a position in Omnicom Group in Q1 2018 and has held it in 2 quarters since.
  • Litman Gregory Wealth Management's Omnicom Group position peaked at $36K in Q1 2018.
  • 1,141 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.