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Advisor OS’s Omnicom Group OMC Stock Holding History

Advisor OS’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
Q1 		$299K Sell
3,964
-10,001
-72% -$776K 0.02% 427
2025
Q4 		$1.13M Buy
13,965
+4,977
+55% +$380K 0.09% 148
2025
Q3 		$733K Sell
8,988
-1,058
-11% -$79.9K 0.06% 196
2025
Q2 		$723K Buy
10,046
+172
+2% +$12.7K 0.07% 198
2025
Q1 		$819K Buy
9,874
+1,315
+15% +$110K 0.09% 150
2024
Q4 		$736K Buy
8,559
+4,567
+114% +$453K 0.09% 160
2024
Q3 		$413K Buy
3,992
+190
+5% +$18.3K 0.04% 273
2024
Q2 		$341K Sell
3,802
-15
-0.4% -$1.39K 0.04% 283
2024
Q1 		$369K Buy
3,817
+465
+14% +$41.7K 0.04% 276
2023
Q4 		$290K Sell
3,352
-94
-3% -$7.41K 0.04% 265
2023
Q3 		$257K Sell
3,446
-10,034
-74% -$827K 0.04% 252
2023
Q2 		$1.28M Sell
13,480
-8,012
-37% -$744K 0.21% 88
2023
Q1 		$2.03M Sell
21,492
-59
-0.3% -$5.23K 0.49% 48
2022
Q4 		$1.76M Buy
21,551
+8,539
+66% +$634K 0.47% 47
2022
Q3 		$820K Sell
13,012
-1,615
-11% -$110K 0.25% 83
2022
Q2 		$930K Buy
14,627
+7,398
+102% +$547K 0.27% 81
2022
Q1 		$614K Buy
7,229
+2,035
+39% +$164K 0.18% 124
2021
Q4 		$380K Buy
5,194
+657
+14% +$46.7K 0.08% 194
2021
Q3 		$329K Buy
4,537
+677
+18% +$50.3K 0.07% 189
2021
Q2 		$309K Buy
+3,860
New +$314K 0.06% 189

Other funds holding OMC

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor OS's OMC Position: Q1 2026 in Review

Advisor OS reduced its Omnicom Group (OMC) stake by 72% in Q1 2026, selling an estimated $776K and leaving 3,964 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #427.

Advisor OS first reported a position in OMC in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.03M in Q1 2023. 1,121 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

  • Advisor OS held 3,964 shares of Omnicom Group worth $299K as of Q1 2026.
  • Advisor OS sold 10,001 Omnicom Group shares in Q1 2026, an estimated $776K.
  • Omnicom Group made up 0.02% of Advisor OS's portfolio in Q1 2026, its #427 holding.
  • Advisor OS first reported a position in Omnicom Group in Q2 2021 and has held it in 20 quarters since.
  • Advisor OS's Omnicom Group position peaked at $2.03M in Q1 2023.
  • 1,121 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.