Wealthspire Advisors (New York)’s Omnicom Group OMC Stock Holding History

Wealthspire Advisors (New York)’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	$284K	Sell	3,902 -834	-18%	-$62.8K	﹤0.01%	1007
2026 Q1	$357K	Sell	4,736 -2,226	-32%	-$173K	﹤0.01%	679
2025 Q4	$562K	Buy	6,962 +5,584	+405%	+$427K	﹤0.01%	575
2025 Q3	$112K	Buy	+1,378	New	+$104K	﹤0.01%	977
2022 Q1	–	Sell	-4,940	Closed	-$362K	–	519
2021 Q4	$362K	Sell	4,940 -1,172	-19%	-$83.4K	0.01%	386
2021 Q3	$443K	Buy	+6,112	New	+$454K	0.01%	377
2021 Q2	–	Sell	-2,732	Closed	-$203K	–	574
2021 Q1	$203K	Buy	+2,732	New	+$189K	﹤0.01%	672
2020 Q2	–	Sell	-7,976	Closed	-$438K	–	452
2020 Q1	$438K	Buy	+7,976	New	+$566K	0.02%	316
2019 Q1	–	Sell	-379	Closed	-$28K	–	573
2018 Q4	$28K	Buy	+379	New	+$28.1K	﹤0.01%	273

Other funds holding OMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Wealthspire Advisors (New York)'s OMC Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Omnicom Group (OMC) stake by 18% in Q2 2026, selling an estimated $62.8K and leaving 3,902 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Wealthspire Advisors (New York) first reported a position in OMC in Q4 2018 and has held it in 9 quarters since. The position peaked at $562K in Q4 2025. 1,102 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

Wealthspire Advisors (New York) held 3,902 shares of Omnicom Group worth $284K as of Q2 2026.
Wealthspire Advisors (New York) sold 834 Omnicom Group shares in Q2 2026, an estimated $62.8K.
Omnicom Group made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1007 holding.
Wealthspire Advisors (New York) first reported a position in Omnicom Group in Q4 2018 and has held it in 9 quarters since.
Wealthspire Advisors (New York)'s Omnicom Group position peaked at $562K in Q4 2025.
1,102 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.