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Perigon Wealth Management’s Omnicom Group OMC Stock Holding History

Perigon 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 		$334K Sell
4,580
-17
-0.4% -$1.28K 0.01% 1061
2026
Q1 		$346K Sell
4,597
-3,862
-46% -$300K 0.01% 966
2025
Q4 		$683K Buy
8,459
+3,742
+79% +$286K 0.01% 667
2025
Q3 		$385K Buy
4,717
+847
+22% +$64K 0.01% 846
2025
Q2 		$278K Sell
3,870
-316
-8% -$23.3K 0.01% 863
2025
Q1 		$347K Sell
4,186
-67
-2% -$5.59K 0.01% 754
2024
Q4 		$365K Buy
+4,253
New +$422K 0.01% 746
2021
Q1 		– Sell
-647
Closed -$40K – 862
2020
Q4 		$40K Buy
+647
New +$37K ﹤0.01% 814
2017
Q3 		– Sell
-9,491
Closed -$793K – 693
2017
Q2 		$793K Buy
9,491
+1,387
+17% +$116K 0.17% 132
2017
Q1 		$703K Buy
8,104
+828
+11% +$70.6K 0.15% 140
2016
Q4 		$621K Buy
+7,276
New +$610K 0.14% 150
2016
Q1 		– Sell
-2,800
Closed -$213K – 306
2015
Q4 		$213K Buy
+2,800
New +$206K 0.06% 207

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Perigon Wealth Management's OMC Position: Q2 2026 in Review

Perigon Wealth Management reduced its Omnicom Group (OMC) stake by 0.37% in Q2 2026, selling an estimated $1.28K and leaving 4,580 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #1061.

Perigon Wealth Management first reported a position in OMC in Q4 2015 and has held it in 12 quarters since. The position peaked at $793K in Q2 2017. 1,098 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • Perigon Wealth Management held 4,580 shares of Omnicom Group worth $334K as of Q2 2026.
  • Perigon Wealth Management sold 17 Omnicom Group shares in Q2 2026, an estimated $1.28K.
  • Omnicom Group made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1061 holding.
  • Perigon Wealth Management first reported a position in Omnicom Group in Q4 2015 and has held it in 12 quarters since.
  • Perigon Wealth Management's Omnicom Group position peaked at $793K in Q2 2017.
  • 1,098 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.