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Waverly Advisors’s Omnicom Group OMC Stock Holding History

Waverly 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 		$789K Buy
10,479
+848
+9% +$65.8K 0.01% 906
2025
Q4 		$778K Buy
9,631
+5,897
+158% +$451K 0.01% 842
2025
Q3 		$304K Buy
+3,734
New +$282K ﹤0.01% 1034
2025
Q1 		– Sell
-2,407
Closed -$207K – 1119
2024
Q4 		$207K Sell
2,407
-1,661
-41% -$165K ﹤0.01% 920
2024
Q3 		$421K Sell
4,068
-972
-19% -$93.4K 0.01% 610
2024
Q2 		$452K Buy
5,040
+2,657
+111% +$247K 0.01% 598
2024
Q1 		$231K Buy
+2,383
New +$214K 0.01% 624
2021
Q4 		– Sell
-2,924
Closed -$204K – 213
2021
Q3 		$204K Buy
+2,924
New +$217K 0.02% 204
2018
Q1 		– Sell
-570
Closed -$42K – 313
2017
Q4 		$42K Buy
+570
New +$40.9K 0.01% 263
2014
Q4 		– Sell
-55
Closed -$4K – 599
2014
Q3 		$4K Hold
55
– – ﹤0.01% 666
2014
Q2 		$4K Hold
55
– – ﹤0.01% 637
2014
Q1 		$4K Sell
55
-950
-95% -$69.8K ﹤0.01% 596
2013
Q4 		$75K Buy
1,005
+55
+6% +$3.78K 0.03% 278
2013
Q3 		$60K Buy
+950
New +$60.5K 0.03% 220

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

Waverly Advisors's OMC Position: Q1 2026 in Review

Waverly Advisors increased its Omnicom Group (OMC) stake by 8.8% in Q1 2026, buying an estimated $65.8K and bringing the position to 10,479 shares worth $789K. The position accounts for 0.01% of the portfolio, ranked #906.

Waverly Advisors first reported a position in OMC in Q3 2013 and has held it in 14 quarters since. 1,121 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

  • Waverly Advisors held 10,479 shares of Omnicom Group worth $789K as of Q1 2026.
  • Waverly Advisors bought 848 Omnicom Group shares in Q1 2026, an estimated $65.8K.
  • Omnicom Group made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #906 holding.
  • Waverly Advisors first reported a position in Omnicom Group in Q3 2013 and has held it in 14 quarters since.
  • 1,121 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

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