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Modera Wealth Management’s Omnicom Group OMC Stock Holding History

Modera Wealth Management’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 		$17M Sell
233,892
-9,564
-4% -$720K 0.18% 94
2026
Q1 		$18.3M Sell
243,456
-8,704
-3% -$675K 0.22% 87
2025
Q4 		$20.4M Buy
+252,160
New +$19.3M 0.24% 78
2022
Q1 		– Sell
-3,981
Closed -$292K – 521
2021
Q4 		$292K Buy
+3,981
New +$283K 0.01% 424

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

Modera Wealth Management's OMC Position: Q2 2026 in Review

Modera Wealth Management reduced its Omnicom Group (OMC) stake by 3.9% in Q2 2026, selling an estimated $720K and leaving 233,892 shares worth $17M. The position accounts for 0.18% of the portfolio, ranked #94.

Modera Wealth Management first reported a position in OMC in Q4 2021 and has held it in 4 quarters since. The position peaked at $20.4M in Q4 2025. 1,098 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • Modera Wealth Management held 233,892 shares of Omnicom Group worth $17M as of Q2 2026.
  • Modera Wealth Management sold 9,564 Omnicom Group shares in Q2 2026, an estimated $720K.
  • Omnicom Group made up 0.18% of Modera Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Modera Wealth Management first reported a position in Omnicom Group in Q4 2021 and has held it in 4 quarters since.
  • Modera Wealth Management's Omnicom Group position peaked at $20.4M in Q4 2025.
  • 1,098 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.