EWA
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EverSource Wealth Advisors’s Omnicom Group OMC Stock Holding History

EverSource 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 		$496K Buy
6,580
+970
+17% +$75.2K 0.02% 610
2025
Q4 		$453K Buy
5,610
+3,668
+189% +$280K 0.02% 574
2025
Q3 		$158K Buy
1,942
+25
+1% +$1.89K 0.01% 1031
2025
Q2 		$138K Buy
1,917
+869
+83% +$64.2K 0.01% 1037
2025
Q1 		$86.9K Buy
1,048
+194
+23% +$16.2K ﹤0.01% 967
2024
Q4 		$73.5K Buy
854
+202
+31% +$20K ﹤0.01% 1024
2024
Q3 		$67.4K Buy
652
+64
+11% +$6.15K ﹤0.01% 935
2024
Q2 		$57.6K Buy
588
+138
+31% +$12.8K ﹤0.01% 1025
2024
Q1 		$41.8K Buy
450
+21
+5% +$1.89K ﹤0.01% 1058
2023
Q4 		$37.1K Buy
429
+139
+48% +$11K ﹤0.01% 1016
2023
Q3 		$21.6K Sell
290
-14
-5% -$1.15K ﹤0.01% 1095
2023
Q2 		$28.9K Buy
304
+178
+141% +$16.5K ﹤0.01% 1018
2023
Q1 		$11.9K Buy
126
+8
+7% +$709 ﹤0.01% 1280
2022
Q4 		$9.63K Buy
118
+83
+237% +$6.16K ﹤0.01% 1347
2022
Q3 		$2K Sell
35
-49
-58% -$3.32K ﹤0.01% 1704
2022
Q2 		$5K Sell
84
-64
-43% -$4.74K ﹤0.01% 1278
2022
Q1 		$13K Buy
148
+22
+17% +$1.77K ﹤0.01% 881
2021
Q4 		$9K Buy
+126
New +$8.96K ﹤0.01% 1010

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

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

EverSource Wealth Advisors increased its Omnicom Group (OMC) stake by 17% in Q1 2026, buying an estimated $75.2K and bringing the position to 6,580 shares worth $496K. The position accounts for 0.02% of the portfolio, ranked #610.

EverSource Wealth Advisors first reported a position in OMC in Q4 2021 and has held it in 18 quarters since. 1,121 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

  • EverSource Wealth Advisors held 6,580 shares of Omnicom Group worth $496K as of Q1 2026.
  • EverSource Wealth Advisors bought 970 Omnicom Group shares in Q1 2026, an estimated $75.2K.
  • Omnicom Group made up 0.02% of EverSource Wealth Advisors's portfolio in Q1 2026, its #610 holding.
  • EverSource Wealth Advisors first reported a position in Omnicom Group in Q4 2021 and has held it in 18 quarters since.
  • 1,121 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

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