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John Overdeck’s ESAB ESAB Stock Holding History

John Overdeck’s Portfolio ESAB Stock Details ESAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.88M Buy
29,182
+2,730
+10% +$264K ﹤0.01% 2662
2026
Q1 		$2.56M Sell
26,452
-37,016
-58% -$4.29M ﹤0.01% 2580
2025
Q4 		$7.09M Sell
63,468
-77,412
-55% -$8.86M 0.01% 1394
2025
Q3 		$15.7M Buy
140,880
+54,286
+63% +$6.46M 0.02% 735
2025
Q2 		$10.4M Buy
86,594
+49,595
+134% +$6M 0.02% 803
2025
Q1 		$4.31M Sell
36,999
-14,931
-29% -$1.82M 0.01% 1211
2024
Q4 		$6.23M Sell
51,930
-68,687
-57% -$8.3M 0.01% 974
2024
Q3 		$12.8M Sell
120,617
-94,597
-44% -$9.36M 0.03% 655
2024
Q2 		$20.3M Buy
215,214
+49,407
+30% +$5.13M 0.05% 456
2024
Q1 		$18.3M Sell
165,807
-23,819
-13% -$2.22M 0.04% 465
2023
Q4 		$16.4M Buy
189,626
+26,114
+16% +$1.98M 0.04% 477
2023
Q3 		$11.5M Buy
163,512
+60,041
+58% +$4.18M 0.03% 557
2023
Q2 		$6.88M Buy
103,471
+55,667
+116% +$3.38M 0.02% 797
2023
Q1 		$2.82M Sell
47,804
-2,970
-6% -$170K 0.01% 1179
2022
Q4 		$2.38M Buy
50,774
+19,712
+63% +$825K 0.01% 1225
2022
Q3 		$1.04M Buy
+31,062
New +$1.27M ﹤0.01% 1455

Other funds holding ESAB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

John Overdeck's ESAB Position: Q2 2026 in Review

John Overdeck increased its ESAB (ESAB) stake by 10% in Q2 2026, buying an estimated $264K and bringing the position to 29,182 shares worth $2.88M. The position accounts for ﹤0.01% of the portfolio, ranked #2662.

John Overdeck first reported a position in ESAB in Q3 2022 and has held it in 16 quarters since. The position peaked at $20.3M in Q2 2024. 344 funds tracked by Wall St. Rank hold ESAB as of Q2 2026.

  • John Overdeck held 29,182 shares of ESAB worth $2.88M as of Q2 2026.
  • John Overdeck bought 2,730 ESAB shares in Q2 2026, an estimated $264K.
  • ESAB made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2662 holding.
  • John Overdeck first reported a position in ESAB in Q3 2022 and has held it in 16 quarters since.
  • John Overdeck's ESAB position peaked at $20.3M in Q2 2024.
  • 344 funds tracked by Wall St. Rank held ESAB as of Q2 2026.

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