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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
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 $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

Waypoint Wealth Counsel's OMC Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its Omnicom Group (OMC) stake by 49% in Q1 2026, selling an estimated $223K and leaving 3,045 shares worth $229K. The position accounts for 0.12% of the portfolio, ranked #188.

Waypoint Wealth Counsel first reported a position in OMC in Q4 2025 and has held it in 2 quarters since. The position peaked at $478K in Q4 2025. 1,121 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

  • Waypoint Wealth Counsel held 3,045 shares of Omnicom Group worth $229K as of Q1 2026.
  • Waypoint Wealth Counsel sold 2,873 Omnicom Group shares in Q1 2026, an estimated $223K.
  • Omnicom Group made up 0.12% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #188 holding.
  • Waypoint Wealth Counsel first reported a position in Omnicom Group in Q4 2025 and has held it in 2 quarters since.
  • Waypoint Wealth Counsel's Omnicom Group position peaked at $478K in Q4 2025.
  • 1,121 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.