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John Overdeck’s Leonardo DRS DRS Stock Holding History

John Overdeck’s Portfolio DRS Stock Details DRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.31M Buy
+30,775
New +$1.37M ﹤0.01% 3396
2025
Q4 		– Sell
-25,156
Closed -$1.14M – 4138
2025
Q3 		$1.14M Sell
25,156
-22,609
-47% -$985K ﹤0.01% 2491
2025
Q2 		$2.22M Sell
47,765
-4,404
-8% -$177K ﹤0.01% 1763
2025
Q1 		$1.72M Sell
52,169
-21,262
-29% -$702K ﹤0.01% 1847
2024
Q4 		$2.37M Buy
73,431
+28,294
+63% +$919K 0.01% 1600
2024
Q3 		$1.27M Buy
45,137
+29,354
+186% +$806K ﹤0.01% 1972
2024
Q2 		$403K Sell
15,783
-5,773
-27% -$132K ﹤0.01% 2464
2024
Q1 		$476K Sell
21,556
-23,900
-53% -$496K ﹤0.01% 2360
2023
Q4 		$911K Buy
45,456
+1,600
+4% +$30.2K ﹤0.01% 2139
2023
Q3 		$732K Sell
43,856
-21,844
-33% -$369K ﹤0.01% 2104
2023
Q2 		$1.14M Hold
65,700
– – ﹤0.01% 1875
2023
Q1 		$852K Sell
65,700
-193,555
-75% -$2.5M ﹤0.01% 1951
2022
Q4 		$3.31M Buy
+259,255
New +$3.01M 0.01% 1069

Other funds holding DRS

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

John Overdeck's DRS Position: Q2 2026 in Review

John Overdeck opened a new position in Leonardo DRS (DRS) in Q2 2026: 30,775 shares worth $1.31M. The stake represents ﹤0.01% of the portfolio and ranks #3396 among its holdings. This is a return to the name: John Overdeck previously reported a position in DRS as recently as Q3 2025.

John Overdeck first reported a position in DRS in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.31M in Q4 2022. 374 funds tracked by Wall St. Rank hold DRS as of Q2 2026.

  • John Overdeck held 30,775 shares of Leonardo DRS worth $1.31M as of Q2 2026.
  • Leonardo DRS was a new John Overdeck position in Q2 2026.
  • Leonardo DRS made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3396 holding.
  • John Overdeck first reported a position in Leonardo DRS in Q4 2022 and has held it in 13 quarters since.
  • John Overdeck's Leonardo DRS position peaked at $3.31M in Q4 2022.
  • 374 funds tracked by Wall St. Rank held Leonardo DRS as of Q2 2026.

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