CWP
OMC icon

Concord Wealth Partners’s Omnicom Group OMC Stock Holding History

Concord Wealth Partners’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 		$20.9K Buy
+287
New +$21.6K ﹤0.01% 474
2026
Q1 		– Sell
-297
Closed -$24K – 608
2025
Q4 		$24K Hold
297
– – ﹤0.01% 423
2025
Q3 		$24.2K Buy
297
+40
+16% +$3.02K ﹤0.01% 435
2025
Q2 		$18.5K Buy
257
+91
+55% +$6.72K ﹤0.01% 474
2025
Q1 		$13.8K Sell
166
-41
-20% -$3.42K ﹤0.01% 477
2024
Q4 		$17.8K Hold
207
– – ﹤0.01% 475
2024
Q3 		$21.4K Buy
+207
New +$19.9K ﹤0.01% 460
2024
Q2 		– Sell
-421
Closed -$39.1K – 836
2024
Q1 		$40.7K Sell
421
-3,137
-88% -$282K 0.01% 386
2023
Q4 		$308K Sell
3,558
-486
-12% -$38.3K 0.06% 160
2023
Q3 		$301K Sell
4,044
-180
-4% -$14.8K 0.06% 154
2023
Q2 		$1.4K Buy
4,224
+1,676
+66% +$156K ﹤0.01% 911
2023
Q1 		$240K Buy
2,548
+1,106
+77% +$98K 0.07% 141
2022
Q4 		$118K Buy
+1,442
New +$107K 0.04% 223
2022
Q3 		– Sell
-2,163
Closed -$138K – 813
2022
Q2 		$138K Buy
2,163
+193
+10% +$14.3K 0.04% 213
2022
Q1 		$167K Buy
1,970
+89
+5% +$7.15K 0.04% 207
2021
Q4 		$138K Buy
1,881
+1,328
+240% +$94.5K 0.03% 254
2021
Q3 		$40K Sell
553
-1,065
-66% -$79.1K 0.02% 256
2021
Q2 		$129K Sell
1,618
-58
-3% -$4.71K 0.04% 198
2021
Q1 		$124K Sell
1,676
-2
-0.1% -$138 0.04% 182
2020
Q4 		$105K Buy
+1,678
New +$95.9K 0.08% 131

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

Concord Wealth Partners's OMC Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Omnicom Group (OMC) in Q2 2026: 287 shares worth $20.9K. The stake represents ﹤0.01% of the portfolio and ranks #474 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in OMC as recently as Q4 2025.

Concord Wealth Partners first reported a position in OMC in Q4 2020 and has held it in 20 quarters since. The position peaked at $308K in Q4 2023. 1,098 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • Concord Wealth Partners held 287 shares of Omnicom Group worth $20.9K as of Q2 2026.
  • Omnicom Group was a new Concord Wealth Partners position in Q2 2026.
  • Omnicom Group made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #474 holding.
  • Concord Wealth Partners first reported a position in Omnicom Group in Q4 2020 and has held it in 20 quarters since.
  • Concord Wealth Partners's Omnicom Group position peaked at $308K in Q4 2023.
  • 1,098 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.