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Valeo Financial Advisors’s Omnicom Group OMC Stock Holding History

Valeo 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 		– Sell
-2,591
Closed -$209K – 857
2025
Q4 		$209K Buy
+2,591
New +$198K ﹤0.01% 745
2024
Q4 		– Sell
-2,080
Closed -$215K – 775
2024
Q3 		$215K Buy
+2,080
New +$200K 0.01% 635
2024
Q2 		– Sell
-2,456
Closed -$236K – 710
2024
Q1 		$236K Buy
+2,456
New +$220K 0.01% 568
2021
Q2 		– Sell
-258
Closed -$19K – 1390
2021
Q1 		$19K Buy
258
+58
+29% +$4K ﹤0.01% 1179
2020
Q4 		$12K Hold
200
– – ﹤0.01% 1153
2020
Q3 		$10K Sell
200
-155
-44% -$8.3K ﹤0.01% 1086
2020
Q2 		$19K Buy
355
+66
+23% +$3.59K ﹤0.01% 1082
2020
Q1 		$16K Buy
289
+54
+23% +$3.83K ﹤0.01% 944
2019
Q4 		$19K Hold
235
– – ﹤0.01% 933
2019
Q3 		$18K Hold
235
– – ﹤0.01% 878
2019
Q2 		$19K Hold
235
– – ﹤0.01% 866
2019
Q1 		$17K Buy
235
+2
+0.9% +$150 ﹤0.01% 830
2018
Q4 		$17K Sell
233
-7
-3% -$519 ﹤0.01% 755
2018
Q3 		$18K Hold
240
– – ﹤0.01% 807
2018
Q2 		$16K Sell
240
-450
-65% -$33.2K ﹤0.01% 824
2018
Q1 		$50K Buy
690
+1
+0.1% +$75 0.01% 488
2017
Q4 		$50K Buy
689
+117
+20% +$8.39K 0.01% 468
2017
Q3 		$42K Buy
+572
New +$44.1K 0.01% 428

Other funds holding OMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valeo Financial Advisors's OMC Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Omnicom Group (OMC) in Q1 2026, closing a stake of 2,591 shares — an estimated $209K sold.

Valeo Financial Advisors first reported a position in OMC in Q3 2017 and held it in 18 quarters. The position peaked at $236K in Q1 2024. 1,132 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

  • Valeo Financial Advisors reported no remaining Omnicom Group position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,591 Omnicom Group shares in Q1 2026, an estimated $209K.
  • Valeo Financial Advisors first reported a position in Omnicom Group in Q3 2017 and held it in 18 quarters.
  • Valeo Financial Advisors's Omnicom Group position peaked at $236K in Q1 2024.
  • 1,132 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.