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SOA Wealth Advisors’s Omnicom Group OMC Stock Holding History

SOA 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
2026
Q2 		$358K Sell
4,911
-4
-0.1% -$301 0.06% 155
2026
Q1 		$370K Buy
4,915
+249
+5% +$19.3K 0.07% 142
2025
Q4 		$377K Buy
4,666
+3,335
+251% +$255K 0.06% 145
2025
Q3 		$109K Hold
1,331
– – 0.02% 282
2025
Q2 		$95.8K Hold
1,331
– – 0.02% 283
2025
Q1 		$110K Hold
1,331
– – 0.02% 251
2024
Q4 		$115K Hold
1,331
– – 0.02% 240
2024
Q3 		$138K Hold
1,331
– – 0.03% 219
2024
Q2 		$119K Hold
1,331
– – 0.02% 228
2024
Q1 		$129K Hold
1,331
– – 0.03% 222
2023
Q4 		$115K Sell
1,331
-38
-3% -$3K 0.03% 219
2023
Q3 		$102K Buy
1,369
+1
+0.1% +$82 0.03% 224
2023
Q2 		$130K Hold
1,368
– – 0.03% 205
2023
Q1 		$129K Hold
1,368
– – 0.03% 202
2022
Q4 		$112K Sell
1,368
-12
-0.9% -$891 0.03% 210
2022
Q3 		$87K Hold
1,380
– – 0.03% 214
2022
Q2 		$87K Sell
1,380
-387
-22% -$28.6K 0.03% 214
2022
Q1 		$149K Hold
1,767
– – 0.04% 194
2021
Q4 		$130K Buy
1,767
+38
+2% +$2.7K 0.03% 193
2021
Q3 		$125K Buy
1,729
+2
+0.1% +$149 0.03% 198
2021
Q2 		$138K Buy
1,727
+65
+4% +$5.28K 0.04% 191
2021
Q1 		$123K Buy
1,662
+44
+3% +$3.04K 0.03% 181
2020
Q4 		$105K Buy
+1,618
New +$92.5K 0.03% 186

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

SOA Wealth Advisors's OMC Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Omnicom Group (OMC) stake by 0.08% in Q2 2026, selling an estimated $301 and leaving 4,911 shares worth $358K. The position accounts for 0.06% of the portfolio, ranked #155.

SOA Wealth Advisors first reported a position in OMC in Q4 2020 and has held it in 23 quarters since. The position peaked at $377K in Q4 2025. 1,098 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • SOA Wealth Advisors held 4,911 shares of Omnicom Group worth $358K as of Q2 2026.
  • SOA Wealth Advisors sold 4 Omnicom Group shares in Q2 2026, an estimated $301.
  • Omnicom Group made up 0.06% of SOA Wealth Advisors's portfolio in Q2 2026, its #155 holding.
  • SOA Wealth Advisors first reported a position in Omnicom Group in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Omnicom Group position peaked at $377K in Q4 2025.
  • 1,098 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.