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Moran Wealth Management’s Omnicom Group OMC Stock Holding History

Moran 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
2025
Q4 		– Sell
-31,399
Closed -$2.56M – 527
2025
Q3 		$2.56M Sell
31,399
-41,195
-57% -$3.11M 0.08% 260
2025
Q2 		$5.22M Sell
72,594
-3,466
-5% -$256K 0.16% 179
2025
Q1 		$6.31M Buy
+76,060
New +$6.35M 0.21% 143

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Moran Wealth Management's OMC Position: Q4 2025 in Review

Moran Wealth Management sold out of Omnicom Group (OMC) in Q4 2025, closing a stake of 31,399 shares — an estimated $2.56M sold.

Moran Wealth Management first reported a position in OMC in Q1 2025 and held it in 3 quarters. The position peaked at $6.31M in Q1 2025. 1,141 funds tracked by Wall St. Rank hold OMC as of Q4 2025.

  • Moran Wealth Management reported no remaining Omnicom Group position as of Q4 2025 after selling out during the quarter.
  • Moran Wealth Management sold 31,399 Omnicom Group shares in Q4 2025, an estimated $2.56M.
  • Moran Wealth Management first reported a position in Omnicom Group in Q1 2025 and held it in 3 quarters.
  • Moran Wealth Management's Omnicom Group position peaked at $6.31M in Q1 2025.
  • 1,141 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2025.

Based on Moran Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.