Ritholtz Wealth Management
OMC icon

Ritholtz Wealth Management’s Omnicom Group OMC Stock Holding History

Ritholtz 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
2026
Q3 		$894K Sell
12,140
-1
-0% -$82 0.01% 673
2026
Q2 		$884K Sell
12,141
-558
-4% -$42K 0.01% 659
2026
Q1 		$956K Sell
12,699
-217
-2% -$16.8K 0.02% 559
2025
Q4 		$1.04M Buy
12,916
+2,534
+24% +$194K 0.02% 513
2025
Q3 		$846K Sell
10,382
-7,264
-41% -$549K 0.02% 539
2025
Q2 		$1.27M Sell
17,646
-755
-4% -$55.8K 0.03% 404
2025
Q1 		$1.53M Buy
18,401
+14
+0.1% +$1.17K 0.05% 305
2024
Q4 		$1.58M Sell
18,387
-257
-1% -$25.5K 0.05% 270
2024
Q3 		$1.93M Buy
18,644
+340
+2% +$32.7K 0.06% 242
2024
Q2 		$1.64M Buy
18,304
+177
+1% +$16.4K 0.05% 240
2024
Q1 		$1.75M Buy
18,127
+171
+1% +$15.3K 0.06% 221
2023
Q4 		$1.55M Sell
17,956
-97
-0.5% -$7.65K 0.06% 214
2023
Q3 		$1.34M Sell
18,053
-636
-3% -$52.4K 0.06% 212
2023
Q2 		$1.78M Buy
18,689
+1,028
+6% +$95.4K 0.08% 160
2023
Q1 		$1.67M Sell
17,661
-413
-2% -$36.6K 0.08% 154
2022
Q4 		$1.47M Sell
18,074
-1,841
-9% -$137K 0.08% 170
2022
Q3 		$1.26M Buy
19,915
+16,410
+468% +$1.11M 0.07% 201
2022
Q2 		$223K Sell
3,505
-5,449
-61% -$403K 0.01% 476
2022
Q1 		$760K Buy
8,954
+2,025
+29% +$163K 0.05% 236
2021
Q4 		$508K Buy
6,929
+2,458
+55% +$175K 0.03% 301
2021
Q3 		$324K Buy
+4,471
New +$332K 0.02% 354

Other funds holding OMC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Ritholtz Wealth Management's OMC Position: Q3 2026 in Review

Ritholtz Wealth Management reduced its Omnicom Group (OMC) stake by 0.01% in Q3 2026, selling an estimated $82 and leaving 12,140 shares worth $894K. The position accounts for 0.01% of the portfolio, ranked #673.

Ritholtz Wealth Management first reported a position in OMC in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.93M in Q3 2024. 793 funds tracked by Wall St. Rank hold OMC as of Q3 2026.

  • Ritholtz Wealth Management held 12,140 shares of Omnicom Group worth $894K as of Q3 2026.
  • Ritholtz Wealth Management sold 1 Omnicom Group share in Q3 2026, an estimated $82.
  • Omnicom Group made up 0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #673 holding.
  • Ritholtz Wealth Management first reported a position in Omnicom Group in Q3 2021 and has held it in 21 quarters since.
  • Ritholtz Wealth Management's Omnicom Group position peaked at $1.93M in Q3 2024.
  • 793 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.