Disciplined Equity Management’s Omnicom Group OMC Stock Holding History

Disciplined Equity Management’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	$210K	Sell	2,879 -13,809	-83%	-$1.04M	0.09%	45
2026 Q1	$1.26M	Buy	16,688 +59	+0.4%	+$4.58K	0.63%	24
2025 Q4	$1.34M	Buy	+16,629	New	+$1.27M	0.7%	19
2024 Q1	–	Sell	-13,167	Closed	-$1.14M	–	97
2023 Q4	$1.14M	Hold	13,167	–	–	0.78%	24
2023 Q3	$981K	Buy	13,167 +40	+0.3%	+$3.3K	0.82%	25
2023 Q2	$1.25M	Hold	13,127	–	–	1.02%	17
2023 Q1	$1.24M	Sell	13,127 -1,410	-10%	-$125K	1.05%	16
2022 Q4	$1.19M	Hold	14,537	–	–	1.05%	16
2022 Q3	$917K	Buy	+14,537	New	+$986K	0.9%	17

Other funds holding OMC

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

Disciplined Equity Management's OMC Position: Q2 2026 in Review

Disciplined Equity Management reduced its Omnicom Group (OMC) stake by 83% in Q2 2026, selling an estimated $1.04M and leaving 2,879 shares worth $210K. The position accounts for 0.09% of the portfolio, ranked #45.

Disciplined Equity Management first reported a position in OMC in Q3 2022 and has held it in 9 quarters since. The position peaked at $1.34M in Q4 2025. 404 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

Disciplined Equity Management held 2,879 shares of Omnicom Group worth $210K as of Q2 2026.
Disciplined Equity Management sold 13,809 Omnicom Group shares in Q2 2026, an estimated $1.04M.
Omnicom Group made up 0.09% of Disciplined Equity Management's portfolio in Q2 2026, its #45 holding.
Disciplined Equity Management first reported a position in Omnicom Group in Q3 2022 and has held it in 9 quarters since.
Disciplined Equity Management's Omnicom Group position peaked at $1.34M in Q4 2025.
404 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Disciplined Equity Management's 13F filing for Q2 2026, filed 29 Jul 2026.