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Medallion Wealth Advisors’s Omnicom Group OMC Stock Holding History

Medallion 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
-200
Closed -$16.3K – 1138
2025
Q3 		$16.3K Hold
200
– – 0.01% 674
2025
Q2 		$14.8K Hold
200
– – 0.01% 674
2025
Q1 		$16K Hold
200
– – 0.01% 613
2024
Q4 		$17.2K Buy
+200
New +$19.8K 0.01% 582

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Medallion Wealth Advisors's OMC Position: Q4 2025 in Review

Medallion Wealth Advisors sold out of Omnicom Group (OMC) in Q4 2025, closing a stake of 200 shares — an estimated $16.3K sold.

Medallion Wealth Advisors first reported a position in OMC in Q4 2024 and held it in 4 quarters. The position peaked at $17.2K in Q4 2024. 1,141 funds tracked by Wall St. Rank hold OMC as of Q4 2025.

  • Medallion Wealth Advisors reported no remaining Omnicom Group position as of Q4 2025 after selling out during the quarter.
  • Medallion Wealth Advisors sold 200 Omnicom Group shares in Q4 2025, an estimated $16.3K.
  • Medallion Wealth Advisors first reported a position in Omnicom Group in Q4 2024 and held it in 4 quarters.
  • Medallion Wealth Advisors's Omnicom Group position peaked at $17.2K in Q4 2024.
  • 1,141 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2025.

Based on Medallion Wealth Advisors's 13F filing for Q4 2025, filed 24 Apr 2026.