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Cerro Pacific Wealth Advisors’s Omnicom Group OMC Stock Holding History

Cerro Pacific Wealth 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 		$528K Buy
7,248
+142
+2% +$10.7K 0.12% 112
2026
Q1 		$535K Buy
7,106
+693
+11% +$53.8K 0.14% 98
2025
Q4 		$518K Sell
6,413
-381
-6% -$29.1K 0.14% 101
2025
Q3 		$554K Sell
6,794
-1,150
-14% -$86.8K 0.15% 100
2025
Q2 		$571K Buy
7,944
+1,856
+30% +$137K 0.16% 105
2025
Q1 		$524K Buy
6,088
+207
+4% +$17.3K 0.17% 101
2024
Q4 		$608K Buy
+5,881
New +$583K 0.2% 96

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

Cerro Pacific Wealth Advisors's OMC Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors increased its Omnicom Group (OMC) stake by 2% in Q2 2026, buying an estimated $10.7K and bringing the position to 7,248 shares worth $528K. The position accounts for 0.12% of the portfolio, ranked #112.

Cerro Pacific Wealth Advisors first reported a position in OMC in Q4 2024 and has held it in 7 quarters since. The position peaked at $608K in Q4 2024. 1,096 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • Cerro Pacific Wealth Advisors held 7,248 shares of Omnicom Group worth $528K as of Q2 2026.
  • Cerro Pacific Wealth Advisors bought 142 Omnicom Group shares in Q2 2026, an estimated $10.7K.
  • Omnicom Group made up 0.12% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #112 holding.
  • Cerro Pacific Wealth Advisors first reported a position in Omnicom Group in Q4 2024 and has held it in 7 quarters since.
  • Cerro Pacific Wealth Advisors's Omnicom Group position peaked at $608K in Q4 2024.
  • 1,096 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.