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Independent Advisor Alliance’s Omnicom Group OMC Stock Holding History

Independent Advisor Alliance’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 		$200K Sell
2,753
-10,576
-79% -$796K ﹤0.01% 984
2026
Q1 		$1M Buy
13,329
+9,719
+269% +$754K 0.01% 836
2025
Q4 		$292K Buy
+3,610
New +$276K 0.01% 802
2025
Q2 		– Sell
-2,608
Closed -$216K – 919
2025
Q1 		$216K Sell
2,608
-187
-7% -$15.6K 0.01% 749
2024
Q4 		$240K Buy
+2,795
New +$277K ﹤0.01% 1228
2024
Q2 		– Sell
-2,128
Closed -$206K – 728
2024
Q1 		$206K Sell
2,128
-742
-26% -$66.6K 0.01% 655
2023
Q4 		$248K Sell
2,870
-226
-7% -$17.8K 0.01% 593
2023
Q3 		$231K Sell
3,096
-8,376
-73% -$691K 0.01% 581
2023
Q2 		$1.09M Buy
11,472
+8,395
+273% +$779K 0.05% 293
2023
Q1 		$290K Buy
+3,077
New +$273K 0.01% 522
2022
Q4 		– Sell
-3,708
Closed -$234K – 567
2022
Q3 		$234K Sell
3,708
-746
-17% -$50.6K 0.01% 546
2022
Q2 		$283K Sell
4,454
-627
-12% -$46.4K 0.02% 499
2022
Q1 		$431K Sell
5,081
-2,876
-36% -$231K 0.02% 427
2021
Q4 		$583K Buy
7,957
+214
+3% +$15.2K 0.03% 359
2021
Q3 		$561K Buy
7,743
+294
+4% +$21.8K 0.03% 353
2021
Q2 		$596K Sell
7,449
-628
-8% -$51K 0.03% 350
2021
Q1 		$599K Sell
8,077
-483
-6% -$33.3K 0.04% 335
2020
Q4 		$534K Buy
+8,560
New +$489K 0.04% 332
2019
Q3 		– Sell
-3,766
Closed -$309K – 479
2019
Q2 		$309K Buy
+3,766
New +$297K 0.04% 292

Other funds holding OMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Independent Advisor Alliance's OMC Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Omnicom Group (OMC) stake by 79% in Q2 2026, selling an estimated $796K and leaving 2,753 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Independent Advisor Alliance first reported a position in OMC in Q2 2019 and has held it in 19 quarters since. The position peaked at $1.09M in Q2 2023. 1,098 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • Independent Advisor Alliance held 2,753 shares of Omnicom Group worth $200K as of Q2 2026.
  • Independent Advisor Alliance sold 10,576 Omnicom Group shares in Q2 2026, an estimated $796K.
  • Omnicom Group made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #984 holding.
  • Independent Advisor Alliance first reported a position in Omnicom Group in Q2 2019 and has held it in 19 quarters since.
  • Independent Advisor Alliance's Omnicom Group position peaked at $1.09M in Q2 2023.
  • 1,098 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.