SWA
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return