MSWM
OMC icon

Mowery & Schoenfeld Wealth Management’s Omnicom Group OMC Stock Holding History

Mowery & Schoenfeld 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 		– Sell
-375
Closed -$28.2K – 376
2026
Q1 		$28.2K Sell
375
-133
-26% -$10.3K 0.04% 158
2025
Q4 		$41K Buy
+508
New +$38.8K 0.06% 150

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's OMC Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Omnicom Group (OMC) in Q2 2026, closing a stake of 375 shares — an estimated $28.2K sold.

Mowery & Schoenfeld Wealth Management first reported a position in OMC in Q4 2025 and held it in 2 quarters. The position peaked at $41K in Q4 2025. 693 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Omnicom Group position as of Q2 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 375 Omnicom Group shares in Q2 2026, an estimated $28.2K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Omnicom Group in Q4 2025 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's Omnicom Group position peaked at $41K in Q4 2025.
  • 693 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.