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Baker Tilly Wealth Management’s Omnicom Group OMC Stock Holding History

Baker Tilly 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 		– Sell
-2,709
Closed -$204K – 303
2026
Q1 		$204K Sell
2,709
-37
-1% -$2.87K 0.05% 274
2025
Q4 		$222K Buy
+2,746
New +$210K 0.05% 261
2024
Q1 		– Sell
-9,924
Closed -$859K – 452
2023
Q4 		$859K Sell
9,924
-195
-2% -$15.4K 0.14% 157
2023
Q3 		$754K Sell
10,119
-66
-0.6% -$5.44K 0.12% 166
2023
Q2 		$969K Sell
10,185
-4,098
-29% -$380K 0.1% 202
2023
Q1 		$1.35M Buy
14,283
+343
+2% +$30.4K 0.15% 147
2022
Q4 		$1.14M Sell
13,940
-709
-5% -$52.6K 0.14% 168
2022
Q3 		$924K Buy
14,649
+1,323
+10% +$89.7K 0.13% 176
2022
Q2 		$848K Sell
13,326
-8
-0.1% -$592 0.11% 204
2022
Q1 		$1.13M Buy
13,334
+765
+6% +$61.5K 0.13% 170
2021
Q4 		$921K Buy
12,569
+2,791
+29% +$199K 0.1% 219
2021
Q3 		$709K Buy
9,778
+1,412
+17% +$105K 0.09% 240
2021
Q2 		$669K Buy
8,366
+928
+12% +$75.4K 0.11% 209
2021
Q1 		$552K Buy
7,438
+390
+6% +$26.9K 0.11% 219
2020
Q4 		$440K Buy
+7,048
New +$403K 0.14% 164

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

Baker Tilly Wealth Management's OMC Position: Q2 2026 in Review

Baker Tilly Wealth Management sold out of Omnicom Group (OMC) in Q2 2026, closing a stake of 2,709 shares — an estimated $204K sold.

Baker Tilly Wealth Management first reported a position in OMC in Q4 2020 and held it in 15 quarters. The position peaked at $1.35M in Q1 2023. 1,100 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • Baker Tilly Wealth Management reported no remaining Omnicom Group position as of Q2 2026 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 2,709 Omnicom Group shares in Q2 2026, an estimated $204K.
  • Baker Tilly Wealth Management first reported a position in Omnicom Group in Q4 2020 and held it in 15 quarters.
  • Baker Tilly Wealth Management's Omnicom Group position peaked at $1.35M in Q1 2023.
  • 1,100 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.