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Valley Wealth Managers’s Omnicom Group OMC Stock Holding History

Valley Wealth Managers’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
Q2 		– Sell
-36
Closed -$2.98K – 353
2025
Q1 		$2.98K Hold
36
– – ﹤0.01% 308
2024
Q4 		$3.1K Hold
36
– – ﹤0.01% 330
2024
Q3 		$3.72K Buy
+36
New +$3.46K ﹤0.01% 328
2020
Q4 		– Sell
-216,015
Closed -$10.7M – 166
2020
Q3 		$10.7M Sell
216,015
-12,533
-5% -$671K 1.18% 41
2020
Q2 		$12.5M Sell
228,548
-13,708
-6% -$746K 1.4% 34
2020
Q1 		$13.3M Buy
242,256
+6,165
+3% +$438K 1.73% 26
2019
Q4 		$19.1M Buy
236,091
+10,218
+5% +$801K 1.91% 20
2019
Q3 		$17.7M Buy
+225,873
New +$17.9M 1.88% 23

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valley Wealth Managers's OMC Position: Q2 2025 in Review

Valley Wealth Managers sold out of Omnicom Group (OMC) in Q2 2025, closing a stake of 36 shares — an estimated $2.98K sold.

Valley Wealth Managers first reported a position in OMC in Q3 2019 and held it in 8 quarters. The position peaked at $19.1M in Q4 2019. 942 funds tracked by Wall St. Rank hold OMC as of Q2 2025.

  • Valley Wealth Managers reported no remaining Omnicom Group position as of Q2 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 36 Omnicom Group shares in Q2 2025, an estimated $2.98K.
  • Valley Wealth Managers first reported a position in Omnicom Group in Q3 2019 and held it in 8 quarters.
  • Valley Wealth Managers's Omnicom Group position peaked at $19.1M in Q4 2019.
  • 942 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2025.

Based on Valley Wealth Managers's 13F filing for Q2 2025, filed 6 Aug 2025.