JO
ARVN icon

John Overdeck’s Arvinas ARVN Stock Holding History

John Overdeck’s Portfolio ARVN Stock Details ARVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.4M Buy
2,573,447
+741,333
+40% +$6.91M 0.02% 1016
2026
Q1 		$19.4M Buy
1,832,114
+839,651
+85% +$10.4M 0.02% 963
2025
Q4 		$11.8M Buy
+992,463
New +$10.8M 0.02% 1012
2025
Q2 		– Sell
-128,247
Closed -$900K – 3174
2025
Q1 		$900K Sell
128,247
-269,255
-68% -$4.22M ﹤0.01% 2234
2024
Q4 		$7.62M Buy
397,502
+11,233
+3% +$273K 0.02% 880
2024
Q3 		$9.51M Buy
386,269
+207,943
+117% +$5.43M 0.02% 779
2024
Q2 		$4.75M Buy
178,326
+72,407
+68% +$2.31M 0.01% 1032
2024
Q1 		$4.37M Buy
+105,919
New +$4.63M 0.01% 1040
2023
Q4 		– Sell
-34,964
Closed -$687K – 3136
2023
Q3 		$687K Sell
34,964
-127,825
-79% -$3.14M ﹤0.01% 2135
2023
Q2 		$4.04M Buy
162,789
+19,851
+14% +$511K 0.01% 1029
2023
Q1 		$3.91M Buy
+142,938
New +$4.52M 0.01% 1030
2022
Q4 		– Sell
-28,135
Closed -$1.25M – 2790
2022
Q3 		$1.25M Buy
+28,135
New +$1.37M ﹤0.01% 1361
2022
Q1 		– Sell
-44,813
Closed -$3.68M – 2689
2021
Q4 		$3.68M Sell
44,813
-194,819
-81% -$15.9M 0.01% 1404
2021
Q3 		$19.7M Sell
239,632
-30,370
-11% -$2.68M 0.04% 478
2021
Q2 		$20.8M Buy
270,002
+83,885
+45% +$5.82M 0.05% 479
2021
Q1 		$12.3M Buy
+186,117
New +$14.2M 0.03% 620
2020
Q4 		– Sell
-306,648
Closed -$7.24M – 3316
2020
Q3 		$7.24M Buy
306,648
+83,697
+38% +$2.43M 0.03% 629
2020
Q2 		$7.48M Buy
222,951
+146,210
+191% +$6.21M 0.04% 491
2020
Q1 		$3.09M Buy
76,741
+982
+1% +$45.9K 0.03% 735
2019
Q4 		$3.11M Buy
75,759
+55,790
+279% +$1.63M 0.01% 1258
2019
Q3 		$430K Buy
+19,969
New +$490K ﹤0.01% 2674

Other funds holding ARVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
P
Pfizer New York $170M AUM 191.09% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NI
Nextech Invest Zurich, Switzerland $2.11B AUM 413.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

John Overdeck's ARVN Position: Q2 2026 in Review

John Overdeck increased its Arvinas (ARVN) stake by 40% in Q2 2026, buying an estimated $6.91M and bringing the position to 2,573,447 shares worth $21.4M. The position accounts for 0.02% of the portfolio, ranked #1016.

John Overdeck first reported a position in ARVN in Q3 2019 and has held it in 21 quarters since. 199 funds tracked by Wall St. Rank hold ARVN as of Q2 2026.

  • John Overdeck held 2,573,447 shares of Arvinas worth $21.4M as of Q2 2026.
  • John Overdeck bought 741,333 Arvinas shares in Q2 2026, an estimated $6.91M.
  • Arvinas made up 0.02% of John Overdeck's portfolio in Q2 2026, its #1016 holding.
  • John Overdeck first reported a position in Arvinas in Q3 2019 and has held it in 21 quarters since.
  • 199 funds tracked by Wall St. Rank held Arvinas as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.