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WealthPLAN Partners’s Omnicom Group OMC Stock Holding History

WealthPLAN Partners’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 		$259K Sell
3,550
-479
-12% -$36.1K 0.05% 197
2026
Q1 		$303K Sell
4,029
-856
-18% -$66.4K 0.06% 193
2025
Q4 		$394K Buy
+4,885
New +$373K 0.06% 206

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 $59.9B AUM 27.01% 1-Year Est. Return

WealthPLAN Partners's OMC Position: Q2 2026 in Review

WealthPLAN Partners reduced its Omnicom Group (OMC) stake by 12% in Q2 2026, selling an estimated $36.1K and leaving 3,550 shares worth $259K. The position accounts for 0.05% of the portfolio, ranked #197.

WealthPLAN Partners first reported a position in OMC in Q4 2025 and has held it in 3 quarters since. The position peaked at $394K in Q4 2025. 1,092 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • WealthPLAN Partners held 3,550 shares of Omnicom Group worth $259K as of Q2 2026.
  • WealthPLAN Partners sold 479 Omnicom Group shares in Q2 2026, an estimated $36.1K.
  • Omnicom Group made up 0.05% of WealthPLAN Partners's portfolio in Q2 2026, its #197 holding.
  • WealthPLAN Partners first reported a position in Omnicom Group in Q4 2025 and has held it in 3 quarters since.
  • WealthPLAN Partners's Omnicom Group position peaked at $394K in Q4 2025.
  • 1,092 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.