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Asset Planning Inc’s Dover DOV Stock Holding History

Asset Planning Inc’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
Q1 		$2.71K Hold
13
– – ﹤0.01% 272
2025
Q4 		$2.54K Hold
13
– – ﹤0.01% 273
2025
Q3 		$2.17K Hold
13
– – ﹤0.01% 274
2025
Q2 		$2.38K Hold
13
– – ﹤0.01% 266
2025
Q1 		$2.28K Hold
13
– – ﹤0.01% 277
2024
Q4 		$2.44K Buy
+13
New +$2.54K ﹤0.01% 284

Other funds holding DOV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Asset Planning Inc's DOV Position: Q1 2026 in Review

Asset Planning Inc held its Dover (DOV) position steady in Q1 2026 at 13 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Asset Planning Inc first reported a position in DOV in Q4 2024 and has held it in 6 quarters since. 1,121 funds tracked by Wall St. Rank hold DOV as of Q1 2026.

  • Asset Planning Inc held 13 shares of Dover worth $2.71K as of Q1 2026.
  • Asset Planning Inc left its Dover share count unchanged in Q1 2026.
  • Dover made up ﹤0.01% of Asset Planning Inc's portfolio in Q1 2026, its #272 holding.
  • Asset Planning Inc first reported a position in Dover in Q4 2024 and has held it in 6 quarters since.
  • 1,121 funds tracked by Wall St. Rank held Dover as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.