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Wealth Preservation Advisors’s Omnicom Group OMC Stock Holding History

Wealth Preservation 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
2026
Q2 		– Sell
-284
Closed -$21.4K – 675
2026
Q1 		$21.4K Buy
284
+247
+668% +$19.2K 0.02% 302
2025
Q4 		$2.99K Sell
37
-18
-33% -$1.38K ﹤0.01% 463
2025
Q3 		$4.48K Hold
55
– – ﹤0.01% 385
2025
Q2 		$3.96K Sell
55
-10
-15% -$739 ﹤0.01% 389
2025
Q1 		$5.39K Buy
+65
New +$5.43K ﹤0.01% 370

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 $60.8B AUM 26.63% 1-Year Est. Return

Wealth Preservation Advisors's OMC Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Omnicom Group (OMC) in Q2 2026, closing a stake of 284 shares — an estimated $21.4K sold.

Wealth Preservation Advisors first reported a position in OMC in Q1 2025 and held it in 5 quarters. The position peaked at $21.4K in Q1 2026. 1,100 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Omnicom Group position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 284 Omnicom Group shares in Q2 2026, an estimated $21.4K.
  • Wealth Preservation Advisors first reported a position in Omnicom Group in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Omnicom Group position peaked at $21.4K in Q1 2026.
  • 1,100 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.