John Overdeck’s Victoria's Secret VSXY Stock Holding History

John Overdeck’s Portfolio VSXY Stock Details VSXY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.4M	Buy	64,694 +59,392	+1,120%	+$3.56M	﹤0.01%	2075
2026 Q1	$246K	Sell	5,302 -28,292	-84%	-$1.58M	﹤0.01%	4186
2025 Q4	$1.82M	Buy	33,594 +19	+0.1%	+$755	﹤0.01%	2497
2025 Q3	$911K	Sell	33,575 -58,194	-63%	-$1.31M	﹤0.01%	2647
2025 Q2	$1.7M	Sell	91,769 -159,958	-64%	-$3.13M	﹤0.01%	1940
2025 Q1	$4.68M	Buy	251,727 +133,837	+114%	+$3.94M	0.01%	1165
2024 Q4	$4.88M	Sell	117,890 -154,199	-57%	-$5.45M	0.01%	1123
2024 Q3	$6.99M	Sell	272,089 -231,168	-46%	-$4.9M	0.02%	913
2024 Q2	$8.89M	Buy	+503,257	New	+$9.58M	0.02%	762
2022 Q4	–	Sell	-7,819	Closed	-$228K	–	3104
2022 Q3	$228K	Buy	+7,819	New	+$264K	﹤0.01%	2063
2021 Q4	–	Sell	-13,017	Closed	-$719K	–	4938
2021 Q3	$719K	Buy	+13,017	New	+$790K	﹤0.01%	2931

Other funds holding VSXY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BBFIT Investments Singapore $1.1B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

John Overdeck's VSXY Position: Q2 2026 in Review

John Overdeck increased its Victoria's Secret (VSXY) stake by 1,120% in Q2 2026, buying an estimated $3.56M and bringing the position to 64,694 shares worth $5.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2075.

John Overdeck first reported a position in VSXY in Q3 2021 and has held it in 11 quarters since. The position peaked at $8.89M in Q2 2024. 434 funds tracked by Wall St. Rank hold VSXY as of Q2 2026.

John Overdeck held 64,694 shares of Victoria's Secret worth $5.4M as of Q2 2026.
John Overdeck bought 59,392 Victoria's Secret shares in Q2 2026, an estimated $3.56M.
Victoria's Secret made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2075 holding.
John Overdeck first reported a position in Victoria's Secret in Q3 2021 and has held it in 11 quarters since.
John Overdeck's Victoria's Secret position peaked at $8.89M in Q2 2024.
434 funds tracked by Wall St. Rank held Victoria's Secret as of Q2 2026.

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