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United Capital Financial Advisors’s Omnicom Group OMC Stock Holding History

United Capital Financial Advisors’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 		$983K Buy
13,059
+62
+0.5% +$4.81K 0.01% 766
2025
Q4 		$1.05M Buy
12,997
+4,645
+56% +$355K 0.01% 720
2025
Q3 		$681K Buy
8,352
+508
+6% +$38.4K ﹤0.01% 767
2025
Q2 		$564K Sell
7,844
-1,205
-13% -$89K ﹤0.01% 752
2025
Q1 		$750K Buy
9,049
+1,604
+22% +$134K 0.01% 636
2024
Q4 		$641K Sell
7,445
-104
-1% -$10.3K 0.01% 669
2024
Q3 		$780K Sell
7,549
-19
-0.3% -$1.83K 0.01% 603
2024
Q2 		$679K Buy
7,568
+256
+4% +$23.8K 0.01% 631
2024
Q1 		$707K Sell
7,312
-1,044
-12% -$93.7K 0.01% 646
2023
Q4 		$723K Buy
8,356
+2,858
+52% +$225K 0.01% 635
2023
Q3 		$409K Sell
5,498
-874
-14% -$72.1K ﹤0.01% 678
2023
Q2 		$606K Sell
6,372
-1,609
-20% -$149K ﹤0.01% 651
2023
Q1 		$753K Sell
7,981
-1,418
-15% -$126K ﹤0.01% 649
2022
Q4 		$767K Sell
9,399
-215
-2% -$16K ﹤0.01% 677
2022
Q3 		$607K Sell
9,614
-1,185
-11% -$80.4K ﹤0.01% 725
2022
Q2 		$687K Sell
10,799
-1,154
-10% -$85.4K ﹤0.01% 715
2022
Q1 		$1.01M Sell
11,953
-1,890
-14% -$152K ﹤0.01% 667
2021
Q4 		$1.01M Buy
13,843
+644
+5% +$45.8K ﹤0.01% 674
2021
Q3 		$956K Sell
13,199
-4,634
-26% -$344K ﹤0.01% 689
2021
Q2 		$1.43M Buy
17,833
+19
+0.1% +$1.54K 0.01% 618
2021
Q1 		$1.32M Sell
17,814
-2,024
-10% -$140K 0.01% 597
2020
Q4 		$1.24M Sell
19,838
-391
-2% -$22.3K 0.01% 623
2020
Q3 		$1M Buy
20,229
+1,360
+7% +$72.8K 0.01% 662
2020
Q2 		$1.03M Buy
18,869
+1,696
+10% +$92.3K 0.01% 659
2020
Q1 		$943K Buy
17,173
+305
+2% +$21.6K 0.01% 648
2019
Q4 		$1.37M Buy
16,868
+1,521
+10% +$119K 0.01% 687
2019
Q3 		$1.2M Sell
15,347
-3,524
-19% -$280K 0.01% 695
2019
Q2 		$1.55M Buy
18,871
+618
+3% +$48.8K 0.01% 690
2019
Q1 		$1.33M Buy
18,253
+8,769
+92% +$659K 0.01% 700
2018
Q4 		$695K Buy
9,484
+1,186
+14% +$87.9K 0.01% 811
2018
Q3 		$564K Buy
8,298
+188
+2% +$13.2K ﹤0.01% 938
2018
Q2 		$619K Sell
8,110
-98
-1% -$7.24K ﹤0.01% 889
2018
Q1 		$596K Sell
8,208
-883
-10% -$66.2K ﹤0.01% 914
2017
Q4 		$667K Buy
9,091
+112
+1% +$8.04K 0.01% 889
2017
Q3 		$665K Sell
8,979
-432
-5% -$33.3K 0.01% 884
2017
Q2 		$780K Buy
9,411
+1,482
+19% +$124K 0.01% 828
2017
Q1 		$684K Sell
7,929
-478
-6% -$40.8K 0.01% 841
2016
Q4 		$716K Sell
8,407
-345
-4% -$28.9K 0.01% 832
2016
Q3 		$744K Sell
8,752
-757
-8% -$63.5K 0.01% 855
2016
Q2 		$770K Sell
9,509
-471
-5% -$39.1K 0.01% 806
2016
Q1 		$831K Sell
9,980
-331
-3% -$24.9K 0.01% 746
2015
Q4 		$780K Buy
10,311
+404
+4% +$29.7K 0.01% 758
2015
Q3 		$653K Sell
9,907
-219
-2% -$15.3K 0.01% 821
2015
Q2 		$704K Buy
10,126
+15
+0.1% +$1.13K 0.01% 806
2015
Q1 		$766K Sell
10,111
-145
-1% -$11.1K 0.01% 786
2014
Q4 		$795K Buy
10,256
+120
+1% +$8.75K 0.01% 699
2014
Q3 		$698K Sell
10,136
-99
-1% -$7.07K 0.01% 699
2014
Q2 		$729K Buy
10,235
+438
+4% +$30.5K 0.01% 620
2014
Q1 		$711K Buy
9,797
+6,315
+181% +$464K 0.02% 555
2013
Q4 		$259K Sell
3,482
-3,676
-51% -$253K 0.01% 559
2013
Q3 		$454K Sell
7,158
-5,526
-44% -$352K 0.01% 463
2013
Q2 		$797K Buy
+12,684
New +$778K 0.02% 439

Other funds holding OMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Capital Financial Advisors's OMC Position: Q1 2026 in Review

United Capital Financial Advisors increased its Omnicom Group (OMC) stake by 0.48% in Q1 2026, buying an estimated $4.81K and bringing the position to 13,059 shares worth $983K. The position accounts for 0.01% of the portfolio, ranked #766.

United Capital Financial Advisors first reported a position in OMC in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.55M in Q2 2019. 1,121 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

  • United Capital Financial Advisors held 13,059 shares of Omnicom Group worth $983K as of Q1 2026.
  • United Capital Financial Advisors bought 62 Omnicom Group shares in Q1 2026, an estimated $4.81K.
  • Omnicom Group made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #766 holding.
  • United Capital Financial Advisors first reported a position in Omnicom Group in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's Omnicom Group position peaked at $1.55M in Q2 2019.
  • 1,121 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.