Asset Planning Inc
DOV icon

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
Q3 		$2.43K Hold
13
– – ﹤0.01% 289
2026
Q2 		$2.92K Hold
13
– – ﹤0.01% 294
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cincinnati Financial Corp
Cincinnati Financial Corp Fairfield, Ohio $5.32B AUM 18.6% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Williams Jones Wealth Management
Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return

Asset Planning Inc's DOV Position: Q3 2026 in Review

Asset Planning Inc held its Dover (DOV) position steady in Q3 2026 at 13 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Asset Planning Inc first reported a position in DOV in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.92K in Q2 2026. 577 funds tracked by Wall St. Rank hold DOV as of Q3 2026.

  • Asset Planning Inc held 13 shares of Dover worth $2.43K as of Q3 2026.
  • Asset Planning Inc left its Dover share count unchanged in Q3 2026.
  • Dover made up ﹤0.01% of Asset Planning Inc's portfolio in Q3 2026, its #289 holding.
  • Asset Planning Inc first reported a position in Dover in Q4 2024 and has held it in 8 quarters since.
  • Asset Planning Inc's Dover position peaked at $2.92K in Q2 2026.
  • 577 funds tracked by Wall St. Rank held Dover as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.