VWM
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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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return