JO
Q

John Overdeck’s Qnity Electronics Inc Q Stock Holding History

John Overdeck’s Portfolio Q Stock Details Q Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$283M Buy
1,731,805
+303,550
+21% +$44.7M 0.2% 103
2026
Q1 		$165M Buy
1,428,255
+1,125,071
+371% +$119M 0.13% 175
2025
Q4 		$24.8M Buy
+303,184
New +$25.8M 0.03% 620

Other funds holding Q

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

John Overdeck's Q Position: Q2 2026 in Review

John Overdeck increased its Qnity Electronics Inc (Q) stake by 21% in Q2 2026, buying an estimated $44.7M and bringing the position to 1,731,805 shares worth $283M. The position accounts for 0.2% of the portfolio, ranked #103.

John Overdeck first reported a position in Q in Q4 2025 and has held it in 3 quarters since. 1,326 funds tracked by Wall St. Rank hold Q as of Q2 2026.

  • John Overdeck held 1,731,805 shares of Qnity Electronics Inc worth $283M as of Q2 2026.
  • John Overdeck bought 303,550 Qnity Electronics Inc shares in Q2 2026, an estimated $44.7M.
  • Qnity Electronics Inc made up 0.2% of John Overdeck's portfolio in Q2 2026, its #103 holding.
  • John Overdeck first reported a position in Qnity Electronics Inc in Q4 2025 and has held it in 3 quarters since.
  • 1,326 funds tracked by Wall St. Rank held Qnity Electronics Inc as of Q2 2026.

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