One Wealth Advisors’s Omnicom Group OMC Stock Holding History

One Wealth 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 Q2	–	Sell	-2,488	Closed	-$208K	–	295
2025 Q1	$208K	Buy	+2,488	New	+$208K	0.03%	272
2024 Q4	–	Sell	-1,994	Closed	-$208K	–	280
2024 Q3	$208K	Buy	+1,994	New	+$192K	0.03%	252
2023 Q1	–	Sell	-363	Closed	-$29.6K	–	473
2022 Q4	$29.6K	Sell	363 -3,971	-92%	-$295K	0.01%	479
2022 Q3	$273K	Sell	4,334 -274	-6%	-$18.6K	0.09%	127
2022 Q2	$293K	Sell	4,608 -14	-0.3%	-$1.04K	0.08%	136
2022 Q1	$392K	Buy	4,622 +1,228	+36%	+$98.7K	0.1%	114
2021 Q4	$249K	Buy	+3,394	New	+$241K	0.06%	161
2020 Q1	–	Sell	-6,097	Closed	-$494K	–	130
2019 Q4	$494K	Sell	6,097 -1,231	-17%	-$96.5K	0.36%	35
2019 Q3	$574K	Sell	7,328 -1,874	-20%	-$149K	0.5%	21
2019 Q2	$754K	Sell	9,202 -912	-9%	-$72K	0.62%	17
2019 Q1	$738K	Buy	+10,114	New	+$760K	0.6%	19
2018 Q4	–	Sell	-3,169	Closed	-$217K	–	362
2018 Q3	$217K	Sell	3,169 -100	-3%	-$7.01K	0.17%	114
2018 Q2	$249K	Buy	3,269 +1,828	+127%	+$135K	0.2%	103
2018 Q1	$106K	Buy	+1,441	New	+$108K	0.09%	168

Other funds holding OMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return