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Summit Global Investments’s Omnicom Group OMC Stock Holding History

Summit Global Investments’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
Q4 		– Sell
-4,785
Closed -$390K – 528
2025
Q3 		$390K Buy
+4,785
New +$361K 0.02% 350
2024
Q1 		– Sell
-3,004
Closed -$260K – 575
2023
Q4 		$260K Sell
3,004
-699
-19% -$55.1K 0.02% 454
2023
Q3 		$276K Sell
3,703
-40,188
-92% -$3.31M 0.02% 435
2023
Q2 		$4.18M Sell
43,891
-1,808
-4% -$168K 0.28% 88
2023
Q1 		$4.31M Buy
45,699
+803
+2% +$71.1K 0.33% 80
2022
Q4 		$3.66M Buy
44,896
+100
+0.2% +$7.42K 0.31% 93
2022
Q3 		$2.83M Buy
44,796
+24,804
+124% +$1.68M 0.26% 104
2022
Q2 		$1.27M Buy
19,992
+392
+2% +$29K 0.11% 186
2022
Q1 		$1.66M Buy
+19,600
New +$1.58M 0.12% 169
2017
Q4 		– Sell
-136,270
Closed -$10.1M – 274
2017
Q3 		$10.1M Buy
136,270
+72,557
+114% +$5.59M 1.58% 24
2017
Q2 		$5.28M Buy
63,713
+3,787
+6% +$316K 1.58% 19
2017
Q1 		$5.17M Buy
59,926
+5,579
+10% +$476K 1.68% 16
2016
Q4 		$4.63M Buy
+54,347
New +$4.56M 1.68% 14

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Summit Global Investments's OMC Position: Q4 2025 in Review

Summit Global Investments sold out of Omnicom Group (OMC) in Q4 2025, closing a stake of 4,785 shares — an estimated $390K sold.

Summit Global Investments first reported a position in OMC in Q4 2016 and held it in 13 quarters. The position peaked at $10.1M in Q3 2017. 1,142 funds tracked by Wall St. Rank hold OMC as of Q4 2025.

  • Summit Global Investments reported no remaining Omnicom Group position as of Q4 2025 after selling out during the quarter.
  • Summit Global Investments sold 4,785 Omnicom Group shares in Q4 2025, an estimated $390K.
  • Summit Global Investments first reported a position in Omnicom Group in Q4 2016 and held it in 13 quarters.
  • Summit Global Investments's Omnicom Group position peaked at $10.1M in Q3 2017.
  • 1,142 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2025.

Based on Summit Global Investments's 13F filing for Q4 2025, filed 18 Feb 2026.