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Valued Wealth Advisors’s Omnicom Group OMC Stock Holding History

Valued Wealth Advisors’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
-32
Closed -$2.68K – 641
2025
Q1 		$2.68K Hold
32
– – ﹤0.01% 383
2024
Q4 		$2.78K Hold
32
– – ﹤0.01% 370
2024
Q3 		$3.33K Hold
32
– – ﹤0.01% 325
2024
Q2 		$2.89K Hold
32
– – ﹤0.01% 336
2024
Q1 		$3.12K Buy
32
+8
+33% +$718 ﹤0.01% 304
2023
Q4 		$1.79K Buy
+24
New +$1.89K ﹤0.01% 316

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

Valued Wealth Advisors's OMC Position: Q2 2025 in Review

Valued Wealth Advisors sold out of Omnicom Group (OMC) in Q2 2025, closing a stake of 32 shares — an estimated $2.68K sold.

Valued Wealth Advisors first reported a position in OMC in Q4 2023 and held it in 6 quarters. The position peaked at $3.33K in Q3 2024. 942 funds tracked by Wall St. Rank hold OMC as of Q2 2025.

  • Valued Wealth Advisors reported no remaining Omnicom Group position as of Q2 2025 after selling out during the quarter.
  • Valued Wealth Advisors sold 32 Omnicom Group shares in Q2 2025, an estimated $2.68K.
  • Valued Wealth Advisors first reported a position in Omnicom Group in Q4 2023 and held it in 6 quarters.
  • Valued Wealth Advisors's Omnicom Group position peaked at $3.33K in Q3 2024.
  • 942 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2025.

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