Morningstar Investment Services’s Omnicom Group OMC Stock Holding History

Morningstar Investment Services’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
2025 Q1	$2.33M	Sell	28,135 -31,176	-53%	-$2.6M	0.43%	62
2024 Q4	$5.1M	Sell	59,311 -499,044	-89%	-$49.5M	0.46%	57
2024 Q3	$57.3M	Sell	558,355 -2,293	-0.4%	-$220K	0.58%	47
2024 Q2	$49.9M	Sell	560,648 -6,833	-1%	-$634K	0.54%	48
2024 Q1	$54M	Sell	567,481 -632,076	-53%	-$56.7M	0.59%	46
2023 Q4	$104M	Buy	1,199,557 +595,746	+99%	+$47M	0.59%	47
2023 Q3	$44.7M	Sell	603,811 -5,615	-0.9%	-$463K	0.57%	43
2023 Q2	$57.7M	Sell	609,426 -8,300	-1%	-$771K	0.74%	33
2023 Q1	$57M	Buy	617,726 +9,678	+2%	+$857K	0.76%	36
2022 Q4	$51.1M	Buy	608,048 +905	+0.1%	+$67.2K	0.7%	39
2022 Q3	$43.2M	Buy	607,143 +17,819	+3%	+$1.21M	0.61%	42
2022 Q2	$37.4M	Buy	589,324 +25,361	+4%	+$1.88M	0.5%	55
2022 Q1	$48.8M	Buy	563,963 +12,803	+2%	+$1.03M	0.54%	45
2021 Q4	$40.4M	Buy	551,160 +163,059	+42%	+$11.6M	0.45%	56
2021 Q3	$28.6M	Sell	388,101 -2,233	-0.6%	-$166K	0.34%	79
2021 Q2	$30.8M	Sell	390,334 -1,897	-0.5%	-$154K	0.37%	72
2021 Q1	$29.6M	Sell	392,231 -20,529	-5%	-$1.42M	0.39%	75
2020 Q4	$25.7M	Sell	412,760 -22,703	-5%	-$1.3M	0.36%	77
2020 Q3	$21.3M	Sell	435,463 -15,653	-3%	-$838K	0.33%	78
2020 Q2	$24.5M	Sell	451,116 -13,639	-3%	-$742K	0.4%	71
2020 Q1	$25.5M	Sell	464,755 -9,061	-2%	-$643K	0.46%	61
2019 Q4	$38.4M	Sell	473,816 -1,251	-0.3%	-$98K	0.6%	47
2019 Q3	$37.2M	Sell	475,067 -9,540	-2%	-$758K	0.63%	46
2019 Q2	$39.7M	Sell	484,607 -4,708	-1%	-$372K	0.65%	41
2019 Q1	$35.7M	Sell	489,315 -11,516	-2%	-$865K	0.61%	53
2018 Q4	$36.7M	Sell	500,831 -20,189	-4%	-$1.5M	0.72%	45
2018 Q3	$35.4M	Sell	521,020 -15,074	-3%	-$1.06M	0.64%	57
2018 Q2	$40.9M	Sell	536,094 -41,472	-7%	-$3.06M	0.77%	43
2018 Q1	$42M	Buy	+577,566	New	+$43.3M	0.82%	41

Other funds holding OMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Morningstar Investment Services's OMC Position: Q1 2025 in Review

Morningstar Investment Services reduced its Omnicom Group (OMC) stake by 53% in Q1 2025, selling an estimated $2.6M and leaving 28,135 shares worth $2.33M. The position accounts for 0.43% of the portfolio, ranked #62.

Morningstar Investment Services first reported a position in OMC in Q1 2018 and has held it in 29 quarters since. The position peaked at $104M in Q4 2023. 981 funds tracked by Wall St. Rank hold OMC as of Q1 2025.

Morningstar Investment Services held 28,135 shares of Omnicom Group worth $2.33M as of Q1 2025.
Morningstar Investment Services sold 31,176 Omnicom Group shares in Q1 2025, an estimated $2.6M.
Omnicom Group made up 0.43% of Morningstar Investment Services's portfolio in Q1 2025, its #62 holding.
Morningstar Investment Services first reported a position in Omnicom Group in Q1 2018 and has held it in 29 quarters since.
Morningstar Investment Services's Omnicom Group position peaked at $104M in Q4 2023.
981 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.