Exencial Wealth Advisors’s Omnicom Group OMC Stock Holding History

Exencial 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	–	Sell	-2,890	Closed	-$233K	–	592
2025 Q4	$233K	Buy	+2,890	New	+$221K	0.01%	516
2024 Q2	–	Sell	-5,045	Closed	-$488K	–	502
2024 Q1	$488K	Buy	5,045 +590	+13%	+$52.9K	0.02%	354
2023 Q4	$385K	Buy	4,455 +861	+24%	+$67.9K	0.02%	388
2023 Q3	$268K	Buy	3,594 +471	+15%	+$38.8K	0.01%	374
2023 Q2	$297K	Buy	3,123 +337	+12%	+$31.3K	0.01%	368
2023 Q1	$263K	Buy	+2,786	New	+$247K	0.01%	371

Other funds holding OMC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Exencial Wealth Advisors sold out of Omnicom Group (OMC) in Q1 2026, closing a stake of 2,890 shares — an estimated $233K sold.

Exencial Wealth Advisors first reported a position in OMC in Q1 2023 and held it in 6 quarters. The position peaked at $488K in Q1 2024. 1,121 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

Exencial Wealth Advisors reported no remaining Omnicom Group position as of Q1 2026 after selling out during the quarter.
Exencial Wealth Advisors sold 2,890 Omnicom Group shares in Q1 2026, an estimated $233K.
Exencial Wealth Advisors first reported a position in Omnicom Group in Q1 2023 and held it in 6 quarters.
Exencial Wealth Advisors's Omnicom Group position peaked at $488K in Q1 2024.
1,121 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.