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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
Q2 		$362K Buy
4,976
+117
+2% +$8.81K 0.02% 402
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
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

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

Cyndeo Wealth Partners increased its Omnicom Group (OMC) stake by 2.4% in Q2 2026, buying an estimated $8.81K and bringing the position to 4,976 shares worth $362K. The position accounts for 0.02% of the portfolio, ranked #402.

Cyndeo Wealth Partners first reported a position in OMC in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.01M in Q3 2025. 1,098 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • Cyndeo Wealth Partners held 4,976 shares of Omnicom Group worth $362K as of Q2 2026.
  • Cyndeo Wealth Partners bought 117 Omnicom Group shares in Q2 2026, an estimated $8.81K.
  • Omnicom Group made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #402 holding.
  • Cyndeo Wealth Partners first reported a position in Omnicom Group in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Omnicom Group position peaked at $9.01M in Q3 2025.
  • 1,098 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.