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Venturi Wealth Management’s Omnicom Group OMC Stock Holding History

Venturi Wealth 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
Q2 		$635K Buy
8,713
+535
+7% +$40.3K 0.02% 327
2026
Q1 		$616K Buy
8,178
+2,135
+35% +$166K 0.03% 304
2025
Q4 		$488K Buy
+6,043
New +$462K 0.02% 346
2025
Q1 		– Sell
-328
Closed -$28.2K – 1431
2024
Q4 		$28.2K Buy
328
+195
+147% +$19.3K ﹤0.01% 1182
2024
Q3 		$13.8K Buy
133
+48
+56% +$4.61K ﹤0.01% 1120
2024
Q2 		$7.63K Buy
85
+5
+6% +$464 ﹤0.01% 1154
2024
Q1 		$7.74K Hold
80
– – ﹤0.01% 984
2023
Q4 		$6.92K Buy
+80
New +$6.31K ﹤0.01% 958

Other funds holding OMC

ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Venturi Wealth Management's OMC Position: Q2 2026 in Review

Venturi Wealth Management increased its Omnicom Group (OMC) stake by 6.5% in Q2 2026, buying an estimated $40.3K and bringing the position to 8,713 shares worth $635K. The position accounts for 0.02% of the portfolio, ranked #327.

Venturi Wealth Management first reported a position in OMC in Q4 2023 and has held it in 8 quarters since. 232 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • Venturi Wealth Management held 8,713 shares of Omnicom Group worth $635K as of Q2 2026.
  • Venturi Wealth Management bought 535 Omnicom Group shares in Q2 2026, an estimated $40.3K.
  • Omnicom Group made up 0.02% of Venturi Wealth Management's portfolio in Q2 2026, its #327 holding.
  • Venturi Wealth Management first reported a position in Omnicom Group in Q4 2023 and has held it in 8 quarters since.
  • 232 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.