QTR Family Wealth’s Omnicom Group OMC Stock Holding History

QTR Family Wealth’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 Q1	–	Sell	-3,711	Closed	-$271K	–	312
2025 Q4	$271K	Buy	+3,711	New	+$284K	0.12%	196

Other funds holding OMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

QTR Family Wealth's OMC Position: Q1 2026 in Review

QTR Family Wealth sold out of Omnicom Group (OMC) in Q1 2026, closing a stake of 3,711 shares — an estimated $271K sold.

QTR Family Wealth first reported a position in OMC in Q4 2025 and held it in 1 quarter. The position peaked at $271K in Q4 2025. 1,132 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

QTR Family Wealth reported no remaining Omnicom Group position as of Q1 2026 after selling out during the quarter.
QTR Family Wealth sold 3,711 Omnicom Group shares in Q1 2026, an estimated $271K.
QTR Family Wealth first reported a position in Omnicom Group in Q4 2025 and held it in 1 quarter.
QTR Family Wealth's Omnicom Group position peaked at $271K in Q4 2025.
1,132 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.