Atlantic Private Wealth’s Dover DOV Stock Holding History

Atlantic Private Wealth’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	–	Sell	-409	Closed	-$79.9K	–	341
2025 Q4	$79.9K	Sell	409 -449	-52%	-$81.8K	0.05%	93
2025 Q3	$143K	Buy	+858	New	+$154K	0.09%	61

Other funds holding DOV

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atlantic Private Wealth's DOV Position: Q1 2026 in Review

Atlantic Private Wealth sold out of Dover (DOV) in Q1 2026, closing a stake of 409 shares — an estimated $79.9K sold.

Atlantic Private Wealth first reported a position in DOV in Q3 2025 and held it in 2 quarters. The position peaked at $143K in Q3 2025. 1,121 funds tracked by Wall St. Rank hold DOV as of Q1 2026.

Atlantic Private Wealth reported no remaining Dover position as of Q1 2026 after selling out during the quarter.
Atlantic Private Wealth sold 409 Dover shares in Q1 2026, an estimated $79.9K.
Atlantic Private Wealth first reported a position in Dover in Q3 2025 and held it in 2 quarters.
Atlantic Private Wealth's Dover position peaked at $143K in Q3 2025.
1,121 funds tracked by Wall St. Rank held Dover as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.