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SimplyRich’s Omnicom Group OMC Stock Holding History

SimplyRich’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
Q1 		– Sell
-2,616
Closed -$225K – 220
2024
Q4 		$225K Sell
2,616
-129
-5% -$12.8K 0.06% 207
2024
Q3 		$283K Buy
+2,745
New +$264K 0.08% 188
2022
Q2 		– Sell
-4,151
Closed -$352K – 166
2022
Q1 		$352K Hold
4,151
– – 0.12% 134
2021
Q4 		$304K Sell
4,151
-1,422
-26% -$101K 0.1% 149
2021
Q3 		$403K Buy
5,573
+2,545
+84% +$189K 0.15% 122
2021
Q2 		$242K Buy
+3,028
New +$246K 0.11% 141

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

SimplyRich's OMC Position: Q1 2025 in Review

SimplyRich sold out of Omnicom Group (OMC) in Q1 2025, closing a stake of 2,616 shares — an estimated $225K sold.

SimplyRich first reported a position in OMC in Q2 2021 and held it in 6 quarters. The position peaked at $403K in Q3 2021. 982 funds tracked by Wall St. Rank hold OMC as of Q1 2025.

  • SimplyRich reported no remaining Omnicom Group position as of Q1 2025 after selling out during the quarter.
  • SimplyRich sold 2,616 Omnicom Group shares in Q1 2025, an estimated $225K.
  • SimplyRich first reported a position in Omnicom Group in Q2 2021 and held it in 6 quarters.
  • SimplyRich's Omnicom Group position peaked at $403K in Q3 2021.
  • 982 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2025.

Based on SimplyRich's 13F filing for Q1 2025, filed 9 May 2025.