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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
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

ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Meriwether Wealth & Planning's OMC Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its Omnicom Group (OMC) stake by 0.66% in Q2 2026, buying an estimated $5.5K and bringing the position to 11,193 shares worth $815K. The position accounts for 0.4% of the portfolio, ranked #48.

Meriwether Wealth & Planning first reported a position in OMC in Q4 2024 and has held it in 7 quarters since. The position peaked at $837K in Q1 2026. 162 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • Meriwether Wealth & Planning held 11,193 shares of Omnicom Group worth $815K as of Q2 2026.
  • Meriwether Wealth & Planning bought 73 Omnicom Group shares in Q2 2026, an estimated $5.5K.
  • Omnicom Group made up 0.4% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #48 holding.
  • Meriwether Wealth & Planning first reported a position in Omnicom Group in Q4 2024 and has held it in 7 quarters since.
  • Meriwether Wealth & Planning's Omnicom Group position peaked at $837K in Q1 2026.
  • 162 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.