AWS
DOV icon

Atria Wealth Solutions’s Dover DOV Stock Holding History

Atria Wealth Solutions’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 		$486K Sell
2,655
-7,203
-73% -$1.25M 0.01% 923
2025
Q1 		$1.73M Sell
9,858
-173
-2% -$33.3K 0.02% 684
2024
Q4 		$1.88M Buy
10,031
+1,146
+13% +$224K 0.02% 668
2024
Q3 		$1.7M Sell
8,885
-124
-1% -$22.6K 0.02% 697
2024
Q2 		$1.63M Buy
9,009
+2,427
+37% +$435K 0.02% 701
2024
Q1 		$1.17M Sell
6,582
-170
-3% -$27.4K 0.01% 845
2023
Q4 		$1.04M Buy
6,752
+49
+0.7% +$6.87K 0.01% 846
2023
Q3 		$935K Buy
6,703
+47
+0.7% +$6.79K 0.01% 845
2023
Q2 		$983K Sell
6,656
-2,626
-28% -$375K 0.01% 836
2023
Q1 		$1.41M Buy
9,282
+78
+0.8% +$11.5K 0.02% 674
2022
Q4 		$1.25M Buy
9,204
+3,091
+51% +$411K 0.02% 662
2022
Q3 		$713K Buy
6,113
+4,108
+205% +$524K 0.01% 851
2022
Q2 		$243K Sell
2,005
-1,552
-44% -$210K ﹤0.01% 1332
2022
Q1 		$558K Buy
+3,557
New +$584K 0.01% 1003

Other funds holding DOV

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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