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Cassaday & Co Wealth Management’s Omnicom Group OMC Stock Holding History

Cassaday & Co 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
-8
Closed -$603 – 1398
2026
Q1 		$603 Buy
+8
New +$621 ﹤0.01% 1174

Other funds holding OMC

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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

Cassaday & Co Wealth Management's OMC Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of Omnicom Group (OMC) in Q2 2026, closing a stake of 8 shares — an estimated $603 sold.

Cassaday & Co Wealth Management first reported a position in OMC in Q1 2026 and held it in 1 quarter. The position peaked at $603 in Q1 2026. 1,098 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining Omnicom Group position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 8 Omnicom Group shares in Q2 2026, an estimated $603.
  • Cassaday & Co Wealth Management first reported a position in Omnicom Group in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Omnicom Group position peaked at $603 in Q1 2026.
  • 1,098 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.