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Atlas Private Wealth Advisors’s Dover DOV Stock Holding History

Atlas Private Wealth Advisors’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
2025
Q2 		– Sell
-4,363
Closed -$767K – 194
2025
Q1 		$767K Buy
4,363
+21
+0.5% +$4.04K 0.11% 89
2024
Q4 		$815K Buy
+4,342
New +$849K 0.12% 79

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Atlas Private Wealth Advisors's DOV Position: Q2 2025 in Review

Atlas Private Wealth Advisors sold out of Dover (DOV) in Q2 2025, closing a stake of 4,363 shares — an estimated $767K sold.

Atlas Private Wealth Advisors first reported a position in DOV in Q4 2024 and held it in 2 quarters. The position peaked at $815K in Q4 2024. 1,057 funds tracked by Wall St. Rank hold DOV as of Q2 2025.

  • Atlas Private Wealth Advisors reported no remaining Dover position as of Q2 2025 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 4,363 Dover shares in Q2 2025, an estimated $767K.
  • Atlas Private Wealth Advisors first reported a position in Dover in Q4 2024 and held it in 2 quarters.
  • Atlas Private Wealth Advisors's Dover position peaked at $815K in Q4 2024.
  • 1,057 funds tracked by Wall St. Rank held Dover as of Q2 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.