Catherine Avery Investment Management’s Omnicom Group OMC Stock Holding History

Catherine Avery Investment 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	$5.55M	Sell	76,208 -5,815	-7%	-$438K	2.42%	26
2026 Q1	$6.18M	Buy	82,023 +81,620	+20,253%	+$6.33M	2.76%	17
2025 Q4	$32.5K	Hold	403	–	–	0.02%	74
2025 Q3	$32.9K	Hold	403	–	–	0.02%	75
2025 Q2	$29K	Sell	403 -33,848	-99%	-$2.5M	0.02%	76
2025 Q1	$2.84M	Buy	34,251 +2,583	+8%	+$216K	2.54%	20
2024 Q4	$2.72M	Buy	+31,668	New	+$3.14M	2.4%	29

Other funds holding OMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Catherine Avery Investment Management's OMC Position: Q2 2026 in Review

Catherine Avery Investment Management reduced its Omnicom Group (OMC) stake by 7.1% in Q2 2026, selling an estimated $438K and leaving 76,208 shares worth $5.55M. The position accounts for 2.42% of the portfolio, ranked #26.

Catherine Avery Investment Management first reported a position in OMC in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.18M in Q1 2026. 1,094 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

Catherine Avery Investment Management held 76,208 shares of Omnicom Group worth $5.55M as of Q2 2026.
Catherine Avery Investment Management sold 5,815 Omnicom Group shares in Q2 2026, an estimated $438K.
Omnicom Group made up 2.42% of Catherine Avery Investment Management's portfolio in Q2 2026, its #26 holding.
Catherine Avery Investment Management first reported a position in Omnicom Group in Q4 2024 and has held it in 7 quarters since.
Catherine Avery Investment Management's Omnicom Group position peaked at $6.18M in Q1 2026.
1,094 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.