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Waypoint Wealth Counsel’s Omnicom Group OMC Stock Holding History

Waypoint Wealth Counsel’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 		– Sell
-3,045
Closed -$229K – 211
2026
Q1 		$229K Sell
3,045
-2,873
-49% -$223K 0.12% 188
2025
Q4 		$478K Buy
+5,918
New +$452K 0.18% 111

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

Waypoint Wealth Counsel's OMC Position: Q2 2026 in Review

Waypoint Wealth Counsel sold out of Omnicom Group (OMC) in Q2 2026, closing a stake of 3,045 shares — an estimated $229K sold.

Waypoint Wealth Counsel first reported a position in OMC in Q4 2025 and held it in 2 quarters. The position peaked at $478K in Q4 2025. 1,098 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • Waypoint Wealth Counsel reported no remaining Omnicom Group position as of Q2 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 3,045 Omnicom Group shares in Q2 2026, an estimated $229K.
  • Waypoint Wealth Counsel first reported a position in Omnicom Group in Q4 2025 and held it in 2 quarters.
  • Waypoint Wealth Counsel's Omnicom Group position peaked at $478K in Q4 2025.
  • 1,098 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.