Marshall & Sterling Wealth Advisors’s Omnicom Group OMC Stock Holding History

Marshall & Sterling 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	-67	Closed	-$5.46K	–	538
2025 Q3	$5.46K	Hold	67	–	–	﹤0.01%	489
2025 Q2	$4.82K	Sell	67 -1	-1%	-$74	﹤0.01%	485
2025 Q1	$5.64K	Buy	+68	New	+$5.68K	﹤0.01%	446

Other funds holding OMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's OMC Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Omnicom Group (OMC) in Q4 2025, closing a stake of 67 shares — an estimated $5.46K sold.

Marshall & Sterling Wealth Advisors first reported a position in OMC in Q1 2025 and held it in 3 quarters. The position peaked at $5.64K in Q1 2025. 1,142 funds tracked by Wall St. Rank hold OMC as of Q4 2025.

Marshall & Sterling Wealth Advisors reported no remaining Omnicom Group position as of Q4 2025 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 67 Omnicom Group shares in Q4 2025, an estimated $5.46K.
Marshall & Sterling Wealth Advisors first reported a position in Omnicom Group in Q1 2025 and held it in 3 quarters.
Marshall & Sterling Wealth Advisors's Omnicom Group position peaked at $5.64K in Q1 2025.
1,142 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.