Moneta Group Investment Advisors’s Omnicom Group OMC Stock Holding History

Moneta Group Investment 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	-2,880	Closed	-$233K	–	843
2025 Q4	$233K	Buy	+2,880	New	+$220K	﹤0.01%	719
2018 Q2	–	Sell	-762	Closed	-$55K	–	566
2018 Q1	$55K	Buy	762 +759	+25,300%	+$56.9K	0.01%	313
2017 Q4	$0	Buy	+3	New	+$215	﹤0.01%	530
2015 Q4	–	Sell	-289	Closed	-$19K	–	328
2015 Q3	$19K	Buy	+289	New	+$20.3K	0.01%	332
2014 Q2	–	Sell	-3,250	Closed	-$236K	–	134
2014 Q1	$236K	Hold	3,250	–	–	0.14%	109
2013 Q4	$242K	Hold	3,250	–	–	0.15%	110
2013 Q3	$206K	Hold	3,250	–	–	0.14%	114
2013 Q2	$204K	Buy	+3,250	New	+$199K	0.14%	111

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

Moneta Group Investment Advisors's OMC Position: Q1 2026 in Review

Moneta Group Investment Advisors sold out of Omnicom Group (OMC) in Q1 2026, closing a stake of 2,880 shares — an estimated $233K sold.

Moneta Group Investment Advisors first reported a position in OMC in Q2 2013 and held it in 8 quarters. The position peaked at $242K in Q4 2013. 1,121 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

Moneta Group Investment Advisors reported no remaining Omnicom Group position as of Q1 2026 after selling out during the quarter.
Moneta Group Investment Advisors sold 2,880 Omnicom Group shares in Q1 2026, an estimated $233K.
Moneta Group Investment Advisors first reported a position in Omnicom Group in Q2 2013 and held it in 8 quarters.
Moneta Group Investment Advisors's Omnicom Group position peaked at $242K in Q4 2013.
1,121 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.