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Meriwether Wealth & Planning’s Omnicom Group OMC Stock Holding History

Meriwether Wealth & Planning’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
Q3 		$827K Buy
11,233
+40
+0.4% +$3.27K 0.37% 44
2026
Q2 		$815K Buy
11,193
+73
+0.7% +$5.5K 0.4% 48
2026
Q1 		$837K Buy
11,120
+981
+10% +$76.1K 0.46% 45
2025
Q4 		$819K Buy
10,139
+222
+2% +$17K 0.46% 44
2025
Q3 		$809K Buy
9,917
+2,651
+36% +$200K 0.47% 43
2025
Q2 		$523K Buy
7,266
+848
+13% +$62.6K 0.33% 59
2025
Q1 		$532K Buy
6,418
+957
+18% +$79.9K 0.35% 56
2024
Q4 		$470K Buy
+5,461
New +$541K 0.33% 58

Other funds holding OMC

ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Meriwether Wealth & Planning's OMC Position: Q3 2026 in Review

Meriwether Wealth & Planning increased its Omnicom Group (OMC) stake by 0.36% in Q3 2026, buying an estimated $3.27K and bringing the position to 11,233 shares worth $827K. The position accounts for 0.37% of the portfolio, ranked #44.

Meriwether Wealth & Planning first reported a position in OMC in Q4 2024 and has held it in 8 quarters since. The position peaked at $837K in Q1 2026. 180 funds tracked by Wall St. Rank hold OMC as of Q3 2026.

  • Meriwether Wealth & Planning held 11,233 shares of Omnicom Group worth $827K as of Q3 2026.
  • Meriwether Wealth & Planning bought 40 Omnicom Group shares in Q3 2026, an estimated $3.27K.
  • Omnicom Group made up 0.37% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #44 holding.
  • Meriwether Wealth & Planning first reported a position in Omnicom Group in Q4 2024 and has held it in 8 quarters since.
  • Meriwether Wealth & Planning's Omnicom Group position peaked at $837K in Q1 2026.
  • 180 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.