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Caerus Investment Advisors’s Omnicom Group OMC Stock Holding History

Caerus Investment 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
-5,287
Closed -$398K – 377
2026
Q1 		$398K Sell
5,287
-2,046
-28% -$159K 0.17% 129
2025
Q4 		$592K Buy
+7,333
New +$560K 0.19% 116

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

Caerus Investment Advisors's OMC Position: Q2 2026 in Review

Caerus Investment Advisors sold out of Omnicom Group (OMC) in Q2 2026, closing a stake of 5,287 shares — an estimated $398K sold.

Caerus Investment Advisors first reported a position in OMC in Q4 2025 and held it in 2 quarters. The position peaked at $592K in Q4 2025. 1,098 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • Caerus Investment Advisors reported no remaining Omnicom Group position as of Q2 2026 after selling out during the quarter.
  • Caerus Investment Advisors sold 5,287 Omnicom Group shares in Q2 2026, an estimated $398K.
  • Caerus Investment Advisors first reported a position in Omnicom Group in Q4 2025 and held it in 2 quarters.
  • Caerus Investment Advisors's Omnicom Group position peaked at $592K in Q4 2025.
  • 1,098 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

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