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Modera Wealth Management, LLC

SEC CIK
0001542143
Latest filing
Aug 3, 2026

OMC holding history

Omnicom Group Inc. in every 13F filed by Modera Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OMC overviewAll 13F holders of OMCFull Q2 2026 holdings

Shares (Q2 2026)
233,892
Value
$17.0M
% of portfolio
0.2%
Quarters held
4
Since Q4 2021
Holdings of OMC by Modera Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026233,892$17.0M0.2%−9,564−3.9%ReducedHolders
Q1 2026243,456$18.3M0.2%−8,704−3.5%ReducedHolders
Q4 2025252,160$20.4M0.2%+252,160NewHolders
Q1 20220$00.0%−3,981−100.0%Sold outHolders
Q4 20213,981$292.0K<0.1%+3,981NewHolders