Proactive Wealth Strategies’s Omnicom Group OMC Stock Holding History

Proactive Wealth Strategies’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 Q3	$344K	Sell	4,669 -388	-8%	-$31.7K	0.05%	176
2026 Q2	$368K	Sell	5,057 -680	-12%	-$51.2K	0.06%	170
2026 Q1	$432K	Buy	5,737 +2,769	+93%	+$215K	0.08%	154
2025 Q4	$240K	Buy	2,968 +218	+8%	+$16.7K	0.1%	135
2025 Q3	$224K	Sell	2,750 -420	-13%	-$31.7K	0.1%	131
2025 Q2	$228K	Sell	3,170 -262	-8%	-$19.4K	0.11%	128
2025 Q1	$285K	Sell	3,432 -54	-2%	-$4.51K	0.15%	107
2024 Q4	$300K	Buy	3,486 +220	+7%	+$21.8K	0.16%	105
2024 Q3	$338K	Buy	+3,266	New	+$314K	0.19%	94

Other funds holding OMC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Proactive Wealth Strategies's OMC Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its Omnicom Group (OMC) stake by 7.7% in Q3 2026, selling an estimated $31.7K and leaving 4,669 shares worth $344K. The position accounts for 0.05% of the portfolio, ranked #176.

Proactive Wealth Strategies first reported a position in OMC in Q3 2024 and has held it in 9 quarters since. The position peaked at $432K in Q1 2026. 924 funds tracked by Wall St. Rank hold OMC as of Q3 2026.

Proactive Wealth Strategies held 4,669 shares of Omnicom Group worth $344K as of Q3 2026.
Proactive Wealth Strategies sold 388 Omnicom Group shares in Q3 2026, an estimated $31.7K.
Omnicom Group made up 0.05% of Proactive Wealth Strategies's portfolio in Q3 2026, its #176 holding.
Proactive Wealth Strategies first reported a position in Omnicom Group in Q3 2024 and has held it in 9 quarters since.
Proactive Wealth Strategies's Omnicom Group position peaked at $432K in Q1 2026.
924 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.