AWM
DOV icon

AE Wealth Management’s Dover DOV Stock Holding History

AE Wealth Management’s Portfolio DOV Stock Details DOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.9M Sell
115,322
-12,613
-10% -$2.75M 0.12% 182
2026
Q1 		$26.7M Buy
127,935
+128
+0.1% +$27.4K 0.14% 159
2025
Q4 		$25M Buy
+127,807
New +$23.3M 0.14% 161
2023
Q4 		– Sell
-9,571
Closed -$1.34M – 2080
2023
Q3 		$1.34M Sell
9,571
-7,126
-43% -$1.03M 0.01% 985
2023
Q2 		$2.47M Buy
16,697
+1,057
+7% +$151K 0.01% 777
2023
Q1 		$2.38M Buy
15,640
+190
+1% +$27.9K 0.02% 740
2022
Q4 		$2.09M Buy
15,450
+282
+2% +$37.5K 0.02% 726
2022
Q3 		$1.77M Buy
15,168
+432
+3% +$55.1K 0.01% 742
2022
Q2 		$1.79M Buy
14,736
+806
+6% +$109K 0.01% 705
2022
Q1 		$2.19M Buy
13,930
+329
+2% +$54K 0.02% 683
2021
Q4 		$2.47M Buy
13,601
+866
+7% +$147K 0.02% 632
2021
Q3 		$1.98M Sell
12,735
-223
-2% -$36.9K 0.02% 650
2021
Q2 		$1.95M Buy
12,958
+640
+5% +$94.4K 0.02% 648
2021
Q1 		$1.69M Sell
12,318
-5,142
-29% -$655K 0.02% 614
2020
Q4 		$2.2M Buy
17,460
+22
+0.1% +$2.61K 0.03% 472
2020
Q3 		$1.89M Buy
17,438
+4,155
+31% +$445K 0.03% 439
2020
Q2 		$1.28M Buy
13,283
+3,099
+30% +$286K 0.02% 537
2020
Q1 		$855K Sell
10,184
-137
-1% -$14.5K 0.02% 528
2019
Q4 		$1.19M Buy
10,321
+45
+0.4% +$4.82K 0.03% 494
2019
Q3 		$1.02M Buy
10,276
+28
+0.3% +$2.69K 0.03% 439
2019
Q2 		$1.03M Buy
10,248
+5,917
+137% +$568K 0.03% 407
2019
Q1 		$406K Buy
+4,331
New +$374K 0.03% 394
2018
Q4 		– Sell
-3,215
Closed -$285K – 511
2018
Q3 		$285K Buy
+3,215
New +$265K 0.02% 462

Other funds holding DOV

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AE Wealth Management's DOV Position: Q2 2026 in Review

AE Wealth Management reduced its Dover (DOV) stake by 9.9% in Q2 2026, selling an estimated $2.75M and leaving 115,322 shares worth $25.9M. The position accounts for 0.12% of the portfolio, ranked #182.

AE Wealth Management first reported a position in DOV in Q3 2018 and has held it in 23 quarters since. The position peaked at $26.7M in Q1 2026. 1,166 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • AE Wealth Management held 115,322 shares of Dover worth $25.9M as of Q2 2026.
  • AE Wealth Management sold 12,613 Dover shares in Q2 2026, an estimated $2.75M.
  • Dover made up 0.12% of AE Wealth Management's portfolio in Q2 2026, its #182 holding.
  • AE Wealth Management first reported a position in Dover in Q3 2018 and has held it in 23 quarters since.
  • AE Wealth Management's Dover position peaked at $26.7M in Q1 2026.
  • 1,166 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.