TWD
OMC icon

True Wealth Design’s Omnicom Group OMC Stock Holding History

True Wealth Design’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
Q2 		$39K Sell
535
-609
-53% -$45.8K 0.01% 580
2026
Q1 		$86.2K Buy
1,144
+470
+70% +$36.5K 0.02% 250
2025
Q4 		$54.4K Buy
674
+378
+128% +$28.9K 0.02% 311
2025
Q3 		$24.1K Buy
296
+71
+32% +$5.36K 0.01% 543
2025
Q2 		$16.2K Sell
225
-35
-13% -$2.59K 0.01% 439
2025
Q1 		$21.6K Buy
260
+241
+1,268% +$20.1K 0.01% 328
2024
Q4 		$1.64K Buy
19
+2
+12% +$198 ﹤0.01% 791
2024
Q3 		$1.76K Hold
17
– – ﹤0.01% 823
2024
Q2 		$1.52K Buy
17
+4
+31% +$371 ﹤0.01% 414
2024
Q1 		$1.26K Buy
13
+5
+63% +$449 ﹤0.01% 407
2023
Q4 		$693 Hold
8
– – ﹤0.01% 402
2023
Q3 		$596 Sell
8
-1
-11% -$82 ﹤0.01% 389
2023
Q2 		$857 Hold
9
– – ﹤0.01% 346
2023
Q1 		$850 Buy
9
+1
+13% +$89 ﹤0.01% 427
2022
Q4 		$653 Buy
+8
New +$594 ﹤0.01% 399

Other funds holding OMC

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

True Wealth Design's OMC Position: Q2 2026 in Review

True Wealth Design reduced its Omnicom Group (OMC) stake by 53% in Q2 2026, selling an estimated $45.8K and leaving 535 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #580.

True Wealth Design first reported a position in OMC in Q4 2022 and has held it in 15 quarters since. The position peaked at $86.2K in Q1 2026. 1,092 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • True Wealth Design held 535 shares of Omnicom Group worth $39K as of Q2 2026.
  • True Wealth Design sold 609 Omnicom Group shares in Q2 2026, an estimated $45.8K.
  • Omnicom Group made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #580 holding.
  • True Wealth Design first reported a position in Omnicom Group in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Omnicom Group position peaked at $86.2K in Q1 2026.
  • 1,092 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.