PWS
OMC icon

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
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
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
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 $59.9B AUM 27.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Proactive Wealth Strategies's OMC Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its Omnicom Group (OMC) stake by 12% in Q2 2026, selling an estimated $51.2K and leaving 5,057 shares worth $368K. The position accounts for 0.06% of the portfolio, ranked #170.

Proactive Wealth Strategies first reported a position in OMC in Q3 2024 and has held it in 8 quarters since. The position peaked at $432K in Q1 2026. 670 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • Proactive Wealth Strategies held 5,057 shares of Omnicom Group worth $368K as of Q2 2026.
  • Proactive Wealth Strategies sold 680 Omnicom Group shares in Q2 2026, an estimated $51.2K.
  • Omnicom Group made up 0.06% of Proactive Wealth Strategies's portfolio in Q2 2026, its #170 holding.
  • Proactive Wealth Strategies first reported a position in Omnicom Group in Q3 2024 and has held it in 8 quarters since.
  • Proactive Wealth Strategies's Omnicom Group position peaked at $432K in Q1 2026.
  • 670 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.