Total Wealth Planning & Management
OMC icon

Total Wealth Planning & Management’s Omnicom Group OMC Stock Holding History

Total Wealth Planning & Management’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 		$1.05M Sell
14,324
-1,345
-9% -$110K 0.78% 30
2026
Q2 		$1.14M Sell
15,669
-1,220
-7% -$91.8K 0.77% 30
2026
Q1 		$1.27M Buy
16,889
+1,732
+11% +$134K 0.94% 26
2025
Q4 		$1.22M Buy
+15,157
New +$1.16M 0.91% 24
2025
Q2 		$967K Buy
13,437
+285
+2% +$21.1K 0.78% 30
2025
Q1 		$1.09M Buy
13,152
+2,253
+21% +$188K 1.03% 22
2024
Q4 		$938K Buy
+10,899
New +$1.08M 0.85% 23

Other funds holding OMC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Total Wealth Planning & Management's OMC Position: Q3 2026 in Review

Total Wealth Planning & Management reduced its Omnicom Group (OMC) stake by 8.6% in Q3 2026, selling an estimated $110K and leaving 14,324 shares worth $1.05M. The position accounts for 0.78% of the portfolio, ranked #30.

Total Wealth Planning & Management first reported a position in OMC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q1 2026. 924 funds tracked by Wall St. Rank hold OMC as of Q3 2026.

  • Total Wealth Planning & Management held 14,324 shares of Omnicom Group worth $1.05M as of Q3 2026.
  • Total Wealth Planning & Management sold 1,345 Omnicom Group shares in Q3 2026, an estimated $110K.
  • Omnicom Group made up 0.78% of Total Wealth Planning & Management's portfolio in Q3 2026, its #30 holding.
  • Total Wealth Planning & Management first reported a position in Omnicom Group in Q4 2024 and has held it in 7 quarters since.
  • Total Wealth Planning & Management's Omnicom Group position peaked at $1.27M in Q1 2026.
  • 924 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.