Envestnet Portfolio Solutions
OMC icon

Envestnet Portfolio Solutions’s Omnicom Group OMC Stock Holding History

Envestnet Portfolio Solutions’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 		$689K Sell
9,155
-10,192
-53% -$791K ﹤0.01% 768
2025
Q4 		$1.56M Buy
19,347
+8,716
+82% +$666K 0.01% 617
2025
Q3 		$867K Sell
10,631
-25
-0.2% -$1.89K ﹤0.01% 789
2025
Q2 		$767K Sell
10,656
-1,904
-15% -$141K ﹤0.01% 903
2025
Q1 		$1.04M Sell
12,560
-1,296
-9% -$108K ﹤0.01% 779
2024
Q4 		$1.19M Buy
13,856
+714
+5% +$70.8K ﹤0.01% 847
2024
Q3 		$1.36M Sell
13,142
-160
-1% -$15.4K ﹤0.01% 795
2024
Q2 		$1.19M Buy
13,302
+510
+4% +$47.4K ﹤0.01% 804
2024
Q1 		$1.24M Sell
12,792
-4,506
-26% -$404K ﹤0.01% 781
2023
Q4 		$1.5M Buy
17,298
+1,021
+6% +$80.5K 0.01% 681
2023
Q3 		$1.21M Buy
+16,277
New +$1.34M 0.01% 699

Other funds holding OMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Portfolio Solutions's OMC Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its Omnicom Group (OMC) stake by 53% in Q1 2026, selling an estimated $791K and leaving 9,155 shares worth $689K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

Envestnet Portfolio Solutions first reported a position in OMC in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.56M in Q4 2025. 1,121 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

  • Envestnet Portfolio Solutions held 9,155 shares of Omnicom Group worth $689K as of Q1 2026.
  • Envestnet Portfolio Solutions sold 10,192 Omnicom Group shares in Q1 2026, an estimated $791K.
  • Omnicom Group made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #768 holding.
  • Envestnet Portfolio Solutions first reported a position in Omnicom Group in Q3 2023 and has held it in 11 quarters since.
  • Envestnet Portfolio Solutions's Omnicom Group position peaked at $1.56M in Q4 2025.
  • 1,121 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.