JO
RAL

John Overdeck’s Ralliant Corp RAL Stock Holding History

John Overdeck’s Portfolio RAL Stock Details RAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44M Buy
597,415
+282,273
+90% +$15.7M 0.03% 615
2026
Q1 		$13.1M Sell
315,142
-673,016
-68% -$31.6M 0.01% 1228
2025
Q4 		$50.3M Buy
988,158
+189,317
+24% +$8.87M 0.07% 350
2025
Q3 		$34.9M Buy
+798,841
New +$35.5M 0.05% 426

Other funds holding RAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

John Overdeck's RAL Position: Q2 2026 in Review

John Overdeck increased its Ralliant Corp (RAL) stake by 90% in Q2 2026, buying an estimated $15.7M and bringing the position to 597,415 shares worth $44M. The position accounts for 0.03% of the portfolio, ranked #615.

John Overdeck first reported a position in RAL in Q3 2025 and has held it in 4 quarters since. The position peaked at $50.3M in Q4 2025. 531 funds tracked by Wall St. Rank hold RAL as of Q2 2026.

  • John Overdeck held 597,415 shares of Ralliant Corp worth $44M as of Q2 2026.
  • John Overdeck bought 282,273 Ralliant Corp shares in Q2 2026, an estimated $15.7M.
  • Ralliant Corp made up 0.03% of John Overdeck's portfolio in Q2 2026, its #615 holding.
  • John Overdeck first reported a position in Ralliant Corp in Q3 2025 and has held it in 4 quarters since.
  • John Overdeck's Ralliant Corp position peaked at $50.3M in Q4 2025.
  • 531 funds tracked by Wall St. Rank held Ralliant Corp as of Q2 2026.

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