Belpointe Asset Management’s Omnicom Group OMC Stock Holding History

Belpointe Asset 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	$421K	Sell	5,776 -451	-7%	-$33.9K	0.01%	780
2026 Q1	$469K	Sell	6,227 -1,734	-22%	-$135K	0.02%	711
2025 Q4	$643K	Buy	7,961 +1,841	+30%	+$141K	0.02%	579
2025 Q3	$499K	Buy	+6,120	New	+$462K	0.02%	630
2025 Q1	–	Sell	-5,511	Closed	-$553K	–	1004
2024 Q4	$553K	Sell	5,511 -1,728	-24%	-$171K	0.03%	486
2024 Q3	$748K	Buy	7,239 +1,735	+32%	+$167K	0.04%	384
2024 Q2	$494K	Sell	5,504 -229	-4%	-$21.3K	0.03%	462
2024 Q1	$555K	Buy	5,733 +3,357	+141%	+$301K	0.04%	415
2023 Q4	$206K	Buy	+2,376	New	+$187K	0.02%	657
2023 Q2	–	Sell	-2,826	Closed	-$267K	–	2445
2023 Q1	$267K	Sell	2,826 -3,934	-58%	-$349K	0.01%	807
2022 Q4	$551K	Buy	+6,760	New	+$502K	0.03%	494

Other funds holding OMC

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Belpointe Asset Management's OMC Position: Q2 2026 in Review

Belpointe Asset Management reduced its Omnicom Group (OMC) stake by 7.2% in Q2 2026, selling an estimated $33.9K and leaving 5,776 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #780.

Belpointe Asset Management first reported a position in OMC in Q4 2022 and has held it in 11 quarters since. The position peaked at $748K in Q3 2024. 432 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

Belpointe Asset Management held 5,776 shares of Omnicom Group worth $421K as of Q2 2026.
Belpointe Asset Management sold 451 Omnicom Group shares in Q2 2026, an estimated $33.9K.
Omnicom Group made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #780 holding.
Belpointe Asset Management first reported a position in Omnicom Group in Q4 2022 and has held it in 11 quarters since.
Belpointe Asset Management's Omnicom Group position peaked at $748K in Q3 2024.
432 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.