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 Q2	$234K	Buy	+3,211	New	+$242K	﹤0.01%	780
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Moneta Group Investment Advisors's OMC Position: Q2 2026 in Review

Moneta Group Investment Advisors opened a new position in Omnicom Group (OMC) in Q2 2026: 3,211 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #780 among its holdings. This is a return to the name: Moneta Group Investment Advisors previously reported a position in OMC as recently as Q4 2025.

Moneta Group Investment Advisors first reported a position in OMC in Q2 2013 and has held it in 9 quarters since. The position peaked at $242K in Q4 2013. 1,098 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

Moneta Group Investment Advisors held 3,211 shares of Omnicom Group worth $234K as of Q2 2026.
Omnicom Group was a new Moneta Group Investment Advisors position in Q2 2026.
Omnicom Group made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #780 holding.
Moneta Group Investment Advisors first reported a position in Omnicom Group in Q2 2013 and has held it in 9 quarters since.
Moneta Group Investment Advisors's Omnicom Group position peaked at $242K in Q4 2013.
1,098 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.