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EP Wealth Advisors’s Omnicom Group OMC Stock Holding History

EP Wealth Advisors’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 		$785K Buy
10,421
+796
+8% +$61.7K ﹤0.01% 719
2025
Q4 		$777K Buy
+9,625
New +$735K ﹤0.01% 697
2025
Q2 		$457K Sell
6,348
-921
-13% -$68K ﹤0.01% 812
2025
Q1 		$603K Sell
7,269
-423
-5% -$35.3K ﹤0.01% 639
2024
Q4 		$662K Buy
7,692
+784
+11% +$77.7K 0.01% 609
2024
Q3 		$714K Buy
6,908
+1,757
+34% +$169K 0.01% 585
2024
Q2 		$462K Buy
5,151
+216
+4% +$20.1K ﹤0.01% 554
2024
Q1 		$478K Buy
4,935
+269
+6% +$24.1K 0.01% 518
2023
Q4 		$404K Sell
4,666
-483
-9% -$38.1K 0.01% 544
2023
Q3 		$383K Sell
5,149
-284,802
-98% -$23.5M 0.01% 509
2023
Q2 		$464K Buy
289,951
+243,703
+527% +$22.6M 0.01% 481
2023
Q1 		$160K Buy
46,248
+40,012
+642% +$3.54M ﹤0.01% 587
2022
Q4 		$509K Buy
+6,236
New +$463K 0.01% 370
2022
Q3 		– Sell
-6,607
Closed -$420K – 538
2022
Q2 		$420K Buy
6,607
+109
+2% +$8.06K 0.01% 409
2022
Q1 		$552K Sell
6,498
-11
-0.2% -$884 0.01% 360
2021
Q4 		$477K Sell
6,509
-345
-5% -$24.5K 0.01% 365
2021
Q3 		$497K Sell
6,854
-469
-6% -$34.8K 0.01% 332
2021
Q2 		$586K Buy
7,323
+3
+0% +$244 0.02% 311
2021
Q1 		$543K Buy
7,320
+196
+3% +$13.5K 0.02% 306
2020
Q4 		$444K Sell
7,124
-1,985
-22% -$113K 0.02% 286
2020
Q3 		$451K Sell
9,109
-6,717
-42% -$360K 0.02% 238
2020
Q2 		$864K Sell
15,826
-1,398
-8% -$76.1K 0.04% 195
2020
Q1 		$946K Sell
17,224
-2,479
-13% -$176K 0.05% 173
2019
Q4 		$1.6M Buy
19,703
+341
+2% +$26.7K 0.07% 145
2019
Q3 		$1.52M Buy
19,362
+1,361
+8% +$108K 0.08% 117
2019
Q2 		$1.48M Buy
18,001
+8,074
+81% +$637K 0.09% 96
2019
Q1 		$725K Sell
9,927
-10
-0.1% -$751 0.07% 139
2018
Q4 		$728K Sell
9,937
-827
-8% -$61.3K 0.06% 146
2018
Q3 		$732K Buy
+10,764
New +$755K 0.06% 144

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

EP Wealth Advisors's OMC Position: Q1 2026 in Review

EP Wealth Advisors increased its Omnicom Group (OMC) stake by 8.3% in Q1 2026, buying an estimated $61.7K and bringing the position to 10,421 shares worth $785K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

EP Wealth Advisors first reported a position in OMC in Q3 2018 and has held it in 29 quarters since. The position peaked at $1.6M in Q4 2019. 1,121 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

  • EP Wealth Advisors held 10,421 shares of Omnicom Group worth $785K as of Q1 2026.
  • EP Wealth Advisors bought 796 Omnicom Group shares in Q1 2026, an estimated $61.7K.
  • Omnicom Group made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #719 holding.
  • EP Wealth Advisors first reported a position in Omnicom Group in Q3 2018 and has held it in 29 quarters since.
  • EP Wealth Advisors's Omnicom Group position peaked at $1.6M in Q4 2019.
  • 1,121 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.