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Cypress Wealth Services’s Omnicom Group OMC Stock Holding History

Cypress Wealth Services’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 		$452K Sell
6,208
-382
-6% -$28.8K 0.06% 256
2026
Q1 		$496K Buy
6,590
+1,735
+36% +$135K 0.07% 227
2025
Q4 		$392K Sell
4,855
-2,050
-30% -$157K 0.05% 244
2025
Q3 		$563K Buy
6,905
+706
+11% +$53.3K 0.09% 165
2025
Q2 		$446K Buy
6,199
+1,678
+37% +$124K 0.08% 187
2025
Q1 		$375K Sell
4,521
-33
-0.7% -$2.76K 0.08% 185
2024
Q4 		$392K Sell
4,554
-10
-0.2% -$991 0.08% 176
2024
Q3 		$472K Buy
4,564
+72
+2% +$6.92K 0.1% 158
2024
Q2 		$403K Buy
4,492
+28
+0.6% +$2.6K 0.09% 165
2024
Q1 		$432K Sell
4,464
-538
-11% -$48.3K 0.1% 158
2023
Q4 		$433K Sell
5,002
-37
-0.7% -$2.92K 0.11% 154
2023
Q3 		$375K Buy
5,039
+31
+0.6% +$2.56K 0.1% 160
2023
Q2 		$492K Buy
5,008
+1,012
+25% +$94K 0.13% 140
2023
Q1 		$377K Buy
3,996
+53
+1% +$4.7K 0.11% 156
2022
Q4 		$322K Buy
3,943
+12
+0.3% +$891 0.1% 171
2022
Q3 		$256K Sell
3,931
-444
-10% -$30.1K 0.09% 184
2022
Q2 		$278K Buy
4,375
+988
+29% +$73.1K 0.09% 180
2022
Q1 		$288K Buy
3,387
+619
+22% +$49.7K 0.08% 184
2021
Q4 		$203K Buy
+2,768
New +$197K 0.06% 219

Other funds holding OMC

ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Cypress Wealth Services's OMC Position: Q2 2026 in Review

Cypress Wealth Services reduced its Omnicom Group (OMC) stake by 5.8% in Q2 2026, selling an estimated $28.8K and leaving 6,208 shares worth $452K. The position accounts for 0.06% of the portfolio, ranked #256.

Cypress Wealth Services first reported a position in OMC in Q4 2021 and has held it in 19 quarters since. The position peaked at $563K in Q3 2025. 240 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • Cypress Wealth Services held 6,208 shares of Omnicom Group worth $452K as of Q2 2026.
  • Cypress Wealth Services sold 382 Omnicom Group shares in Q2 2026, an estimated $28.8K.
  • Omnicom Group made up 0.06% of Cypress Wealth Services's portfolio in Q2 2026, its #256 holding.
  • Cypress Wealth Services first reported a position in Omnicom Group in Q4 2021 and has held it in 19 quarters since.
  • Cypress Wealth Services's Omnicom Group position peaked at $563K in Q3 2025.
  • 240 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.