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Mission Wealth Management’s Omnicom Group OMC Stock Holding History

Mission 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
2026
Q1 		– Sell
-2,666
Closed -$215K – 760
2025
Q4 		$215K Buy
+2,666
New +$204K ﹤0.01% 681
2024
Q4 		– Sell
-2,102
Closed -$217K – 707
2024
Q3 		$217K Buy
+2,102
New +$202K 0.01% 619
2024
Q2 		– Sell
-2,514
Closed -$243K – 717
2024
Q1 		$243K Buy
+2,514
New +$226K 0.01% 595

Other funds holding OMC

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mission Wealth Management's OMC Position: Q1 2026 in Review

Mission Wealth Management sold out of Omnicom Group (OMC) in Q1 2026, closing a stake of 2,666 shares — an estimated $215K sold.

Mission Wealth Management first reported a position in OMC in Q1 2024 and held it in 3 quarters. The position peaked at $243K in Q1 2024. 1,121 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

  • Mission Wealth Management reported no remaining Omnicom Group position as of Q1 2026 after selling out during the quarter.
  • Mission Wealth Management sold 2,666 Omnicom Group shares in Q1 2026, an estimated $215K.
  • Mission Wealth Management first reported a position in Omnicom Group in Q1 2024 and held it in 3 quarters.
  • Mission Wealth Management's Omnicom Group position peaked at $243K in Q1 2024.
  • 1,121 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.