Spectrum Wealth Advisory Group’s Omnicom Group OMC Stock Holding History

Spectrum Wealth Advisory Group’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	–	Sell	-10	Closed	-$736	–	375
2026 Q2	$736	Buy	+10	New	+$753	﹤0.01%	440
2025 Q4	–	Sell	-4,201	Closed	-$343K	–	65
2025 Q3	$343K	Hold	4,201	–	–	0.14%	50
2025 Q2	$302K	Buy	4,201 +41	+1%	+$3.03K	0.14%	50
2025 Q1	$345K	Buy	4,160 +35	+0.8%	+$2.92K	0.17%	42
2024 Q4	$355K	Buy	4,125 +28	+0.7%	+$2.78K	0.17%	41
2024 Q3	$424K	Buy	4,097 +32	+0.8%	+$3.08K	0.24%	31
2024 Q2	$365K	Buy	4,065 +30	+0.7%	+$2.78K	0.39%	24
2024 Q1	$390K	Buy	4,035 +31	+0.8%	+$2.78K	0.45%	22
2023 Q4	$346K	Buy	4,004 +37	+0.9%	+$2.92K	0.43%	23
2023 Q3	$295K	Buy	3,967 +30	+0.8%	+$2.47K	0.41%	23
2023 Q2	$375K	Buy	3,937 +29	+0.7%	+$2.69K	0.5%	21
2023 Q1	$369K	Buy	3,908 +32	+0.8%	+$2.84K	0.5%	23
2022 Q4	$316K	Buy	3,876 +41	+1%	+$3.04K	0.44%	24
2022 Q3	$242K	Buy	3,835 +41	+1%	+$2.78K	0.3%	33
2022 Q2	$241K	Buy	3,794 +34	+0.9%	+$2.52K	0.27%	36
2022 Q1	$319K	Hold	3,760	–	–	0.31%	34
2021 Q4	$275K	Buy	+3,760	New	+$267K	0.24%	43

Other funds holding OMC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Spectrum Wealth Advisory Group's OMC Position: Q3 2026 in Review

Spectrum Wealth Advisory Group sold out of Omnicom Group (OMC) in Q3 2026, closing a stake of 10 shares — an estimated $736 sold.

Spectrum Wealth Advisory Group first reported a position in OMC in Q4 2021 and held it in 17 quarters. The position peaked at $424K in Q3 2024. 793 funds tracked by Wall St. Rank hold OMC as of Q3 2026.

Spectrum Wealth Advisory Group reported no remaining Omnicom Group position as of Q3 2026 after selling out during the quarter.
Spectrum Wealth Advisory Group sold 10 Omnicom Group shares in Q3 2026, an estimated $736.
Spectrum Wealth Advisory Group first reported a position in Omnicom Group in Q4 2021 and held it in 17 quarters.
Spectrum Wealth Advisory Group's Omnicom Group position peaked at $424K in Q3 2024.
793 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.