Cyndeo Wealth Partners’s Omnicom Group OMC Stock Holding History

Cyndeo 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 Q1	$366K	Sell	4,859 -3,113	-39%	-$241K	0.02%	377
2025 Q4	$644K	Sell	7,972 -102,522	-93%	-$7.83M	0.03%	288
2025 Q3	$9.01M	Buy	110,494 +106,087	+2,407%	+$8.01M	0.5%	52
2025 Q2	$317K	Sell	4,407 -14	-0.3%	-$1.03K	0.02%	373
2025 Q1	$367K	Buy	4,421 +17	+0.4%	+$1.42K	0.02%	335
2024 Q4	$379K	Sell	4,404 -4	-0.1%	-$397	0.03%	335
2024 Q3	$456K	Sell	4,408 -3	-0.1%	-$288	0.03%	312
2024 Q2	$396K	Sell	4,411 -2	-0%	-$186	0.03%	300
2024 Q1	$427K	Buy	4,413 +23	+0.5%	+$2.06K	0.04%	276
2023 Q4	$380K	Buy	4,390 +6	+0.1%	+$473	0.04%	283
2023 Q3	$327K	Buy	4,384 +11	+0.3%	+$907	0.03%	263
2023 Q2	$416K	Sell	4,373 -56	-1%	-$5.2K	0.04%	234
2023 Q1	$418K	Hold	4,429	–	–	0.05%	232
2022 Q4	$361K	Buy	+4,429	New	+$329K	0.04%	241

Other funds holding OMC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cyndeo Wealth Partners's OMC Position: Q1 2026 in Review

Cyndeo Wealth Partners reduced its Omnicom Group (OMC) stake by 39% in Q1 2026, selling an estimated $241K and leaving 4,859 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #377.

Cyndeo Wealth Partners first reported a position in OMC in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.01M in Q3 2025. 1,121 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

Cyndeo Wealth Partners held 4,859 shares of Omnicom Group worth $366K as of Q1 2026.
Cyndeo Wealth Partners sold 3,113 Omnicom Group shares in Q1 2026, an estimated $241K.
Omnicom Group made up 0.02% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #377 holding.
Cyndeo Wealth Partners first reported a position in Omnicom Group in Q4 2022 and has held it in 14 quarters since.
Cyndeo Wealth Partners's Omnicom Group position peaked at $9.01M in Q3 2025.
1,121 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.