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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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Atria Wealth Solutions's DOV Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Dover (DOV) stake by 73% in Q2 2025, selling an estimated $1.25M and leaving 2,655 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #923.

Atria Wealth Solutions first reported a position in DOV in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.88M in Q4 2024. 1,058 funds tracked by Wall St. Rank hold DOV as of Q2 2025.

  • Atria Wealth Solutions held 2,655 shares of Dover worth $486K as of Q2 2025.
  • Atria Wealth Solutions sold 7,203 Dover shares in Q2 2025, an estimated $1.25M.
  • Dover made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #923 holding.
  • Atria Wealth Solutions first reported a position in Dover in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Dover position peaked at $1.88M in Q4 2024.
  • 1,058 funds tracked by Wall St. Rank held Dover as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.