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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
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 $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

Total Wealth Planning & Management's OMC Position: Q1 2026 in Review

Total Wealth Planning & Management increased its Omnicom Group (OMC) stake by 11% in Q1 2026, buying an estimated $134K and bringing the position to 16,889 shares worth $1.27M. The position accounts for 0.94% of the portfolio, ranked #26.

Total Wealth Planning & Management first reported a position in OMC in Q4 2024 and has held it in 5 quarters since. 1,121 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

  • Total Wealth Planning & Management held 16,889 shares of Omnicom Group worth $1.27M as of Q1 2026.
  • Total Wealth Planning & Management bought 1,732 Omnicom Group shares in Q1 2026, an estimated $134K.
  • Omnicom Group made up 0.94% of Total Wealth Planning & Management's portfolio in Q1 2026, its #26 holding.
  • Total Wealth Planning & Management first reported a position in Omnicom Group in Q4 2024 and has held it in 5 quarters since.
  • 1,121 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.