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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
Q2 		$167K Sell
2,296
-4,284
-65% -$322K 0.01% 1097
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

EverSource Wealth Advisors's OMC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Omnicom Group (OMC) stake by 65% in Q2 2026, selling an estimated $322K and leaving 2,296 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #1097.

EverSource Wealth Advisors first reported a position in OMC in Q4 2021 and has held it in 19 quarters since. The position peaked at $496K in Q1 2026. 1,102 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • EverSource Wealth Advisors held 2,296 shares of Omnicom Group worth $167K as of Q2 2026.
  • EverSource Wealth Advisors sold 4,284 Omnicom Group shares in Q2 2026, an estimated $322K.
  • Omnicom Group made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1097 holding.
  • EverSource Wealth Advisors first reported a position in Omnicom Group in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Omnicom Group position peaked at $496K in Q1 2026.
  • 1,102 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.