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Principia Wealth Advisory’s Omnicom Group OMC Stock Holding History

Principia Wealth Advisory’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 		$1.24K Sell
17
-11
-39% -$828 ﹤0.01% 716
2026
Q1 		$2.11K Sell
28
-9
-24% -$698 ﹤0.01% 507
2025
Q4 		$2.99K Buy
37
+22
+147% +$1.68K ﹤0.01% 357
2025
Q3 		$1.22K Sell
15
-1
-6% -$76 ﹤0.01% 579
2025
Q2 		$1.15K Buy
16
+9
+129% +$665 ﹤0.01% 524
2025
Q1 		$536 Buy
7
+1
+17% +$84 ﹤0.01% 550
2024
Q4 		$516 Buy
+6
New +$595 ﹤0.01% 533

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

Principia Wealth Advisory's OMC Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Omnicom Group (OMC) stake by 39% in Q2 2026, selling an estimated $828 and leaving 17 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Principia Wealth Advisory first reported a position in OMC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.99K in Q4 2025. 1,096 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • Principia Wealth Advisory held 17 shares of Omnicom Group worth $1.24K as of Q2 2026.
  • Principia Wealth Advisory sold 11 Omnicom Group shares in Q2 2026, an estimated $828.
  • Omnicom Group made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #716 holding.
  • Principia Wealth Advisory first reported a position in Omnicom Group in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Omnicom Group position peaked at $2.99K in Q4 2025.
  • 1,096 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.