Morningstar Investment Management’s Omnicom Group OMC Stock Holding History

Morningstar Investment 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	$3.26M	Hold	43,233	–	–	0.2%	123
2026 Q1	$3.26M	Sell	43,233 -85,363	-66%	-$6.62M	0.2%	123
2025 Q4	$10.4M	Sell	128,596 -54,536	-30%	-$4.17M	0.61%	26
2025 Q3	$14.9M	Buy	+183,132	New	+$13.8M	0.55%	29
2024 Q4	–	Sell	-2,169	Closed	-$224K	–	222
2024 Q3	$224K	Buy	+2,169	New	+$208K	0.02%	194
2024 Q2	–	Sell	-2,157	Closed	-$209K	–	198
2024 Q1	$209K	Buy	+2,157	New	+$194K	0.02%	198
2023 Q3	–	Sell	-2,166	Closed	-$206K	–	174
2023 Q2	$206K	Buy	+2,166	New	+$201K	0.03%	165

Other funds holding OMC

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

Morningstar Investment Management's OMC Position: Q2 2026 in Review

Morningstar Investment Management held its Omnicom Group (OMC) position steady in Q2 2026 at 43,233 shares worth $3.26M. The position accounts for 0.2% of the portfolio, ranked #123.

Morningstar Investment Management first reported a position in OMC in Q2 2023 and has held it in 7 quarters since. The position peaked at $14.9M in Q3 2025. 378 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

Morningstar Investment Management held 43,233 shares of Omnicom Group worth $3.26M as of Q2 2026.
Morningstar Investment Management left its Omnicom Group share count unchanged in Q2 2026.
Omnicom Group made up 0.2% of Morningstar Investment Management's portfolio in Q2 2026, its #123 holding.
Morningstar Investment Management first reported a position in Omnicom Group in Q2 2023 and has held it in 7 quarters since.
Morningstar Investment Management's Omnicom Group position peaked at $14.9M in Q3 2025.
378 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.