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SWA
Stratos Wealth Advisors’s
Omnicom Group
OMC
Stock Holding History
Stratos Wealth Advisors’s Portfolio
OMC Stock Details
OMC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
-2,558
Closed
-$207K
–
660
2025
Q4
$207K
Buy
2,558
+82
+3%
+$6.26K
0.01%
621
2025
Q3
$202K
Buy
+2,476
New
+$187K
0.01%
647
2025
Q2
–
Sell
-2,475
Closed
-$205K
–
702
2025
Q1
$205K
Sell
2,475
-248
-9%
-$20.7K
0.01%
628
2024
Q4
$234K
Sell
2,723
-199
-7%
-$19.7K
0.01%
636
2024
Q3
$302K
Buy
2,922
+3
+0.1%
+$288
0.01%
604
2024
Q2
$262K
Buy
2,919
+1
+0%
+$93
0.01%
603
2024
Q1
$282K
Sell
2,918
-112
-4%
-$10.1K
0.02%
564
2023
Q4
$262K
Buy
3,030
+211
+7%
+$16.6K
0.02%
581
2023
Q3
$210K
Sell
2,819
-26
-0.9%
-$2.14K
0.01%
615
2023
Q2
$271K
Sell
2,845
-56
-2%
-$5.2K
0.02%
534
2023
Q1
$274K
Buy
2,901
+54
+2%
+$4.78K
0.02%
512
2022
Q4
$232K
Buy
+2,847
New
+$211K
0.02%
522
Other funds holding OMC
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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
New York
$544B AUM
28.31%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
First Eagle Investment Management
New York
$59B AUM
32.99%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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