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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
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 $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

Caerus Investment Advisors's OMC Position: Q1 2026 in Review

Caerus Investment Advisors reduced its Omnicom Group (OMC) stake by 28% in Q1 2026, selling an estimated $159K and leaving 5,287 shares worth $398K. The position accounts for 0.17% of the portfolio, ranked #129.

Caerus Investment Advisors first reported a position in OMC in Q4 2025 and has held it in 2 quarters since. The position peaked at $592K in Q4 2025. 1,123 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

  • Caerus Investment Advisors held 5,287 shares of Omnicom Group worth $398K as of Q1 2026.
  • Caerus Investment Advisors sold 2,046 Omnicom Group shares in Q1 2026, an estimated $159K.
  • Omnicom Group made up 0.17% of Caerus Investment Advisors's portfolio in Q1 2026, its #129 holding.
  • Caerus Investment Advisors first reported a position in Omnicom Group in Q4 2025 and has held it in 2 quarters since.
  • Caerus Investment Advisors's Omnicom Group position peaked at $592K in Q4 2025.
  • 1,123 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.