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Mount Yale Investment Advisors’s Omnicom Group OMC Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-3,553
Closed -$256K – 1298
2025
Q2 		$256K Sell
3,553
-2,253
-39% -$166K 0.02% 503
2025
Q1 		$481K Buy
5,806
+507
+10% +$42.3K 0.04% 331
2024
Q4 		$456K Buy
5,299
+44
+0.8% +$4.36K 0.04% 357
2024
Q3 		$543K Buy
5,255
+392
+8% +$37.7K 0.05% 329
2024
Q2 		$436K Buy
4,863
+101
+2% +$9.38K 0.03% 369
2024
Q1 		$461K Buy
+4,762
New +$427K 0.04% 373
2023
Q4 		– Sell
-4,590
Closed -$342K – 532
2023
Q3 		$342K Buy
4,590
+1,033
+29% +$85.2K 0.04% 367
2023
Q2 		$338K Buy
+3,557
New +$330K 0.04% 366
2018
Q4 		– Sell
-6,290
Closed -$477K – 631
2018
Q3 		$477K Sell
6,290
-288
-4% -$20.2K 0.08% 181
2018
Q2 		$502K Sell
6,578
-73
-1% -$5.39K 0.1% 172
2018
Q1 		$483K Buy
+6,651
New +$499K 0.1% 176

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Mount Yale Investment Advisors's OMC Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Omnicom Group (OMC) in Q3 2025, closing a stake of 3,553 shares — an estimated $256K sold.

Mount Yale Investment Advisors first reported a position in OMC in Q1 2018 and held it in 11 quarters. The position peaked at $543K in Q3 2024. 942 funds tracked by Wall St. Rank hold OMC as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Omnicom Group position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,553 Omnicom Group shares in Q3 2025, an estimated $256K.
  • Mount Yale Investment Advisors first reported a position in Omnicom Group in Q1 2018 and held it in 11 quarters.
  • Mount Yale Investment Advisors's Omnicom Group position peaked at $543K in Q3 2024.
  • 942 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.